Valmark Advisers, Inc. Schwab Strategic Tr Us Small C Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 129,471 shares of SCHA stock, worth $3.61 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
129,471
Previous 124,597 3.91%
Holding current value
$3.61 Million
Previous $3.15 Million 14.59%
% of portfolio
0.05%
Previous 0.04%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$25.29 - $28.33 $123,263 - $138,080
4,874 Added 3.91%
129,471 $3.61 Million
Q2 2025

Jul 23, 2025
BUY
$20.42 - $25.3 $837 - $1,037
41 Added 0.03%
124,597 $3.15 Million
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $74,528 - $87,014
3,218 Added 2.65%
124,556 $2.92 Million
Q4 2024

Jan 30, 2025
BUY
$25.33 - $51.16 $1.63 Million - $3.3 Million
64,412 Added 113.15%
121,338 $3.14 Million
Q3 2024

Oct 25, 2024
SELL
$46.9 - $51.96 $30,438 - $33,722
-649 Reduced 1.13%
56,926 $2.93 Million
Q2 2024

Jul 31, 2024
SELL
$45.24 - $49.04 $3.12 Million - $3.39 Million
-69,039 Reduced 54.53%
57,575 $2.73 Million
Q1 2024

May 03, 2024
BUY
$44.84 - $49.24 $54,256 - $59,580
1,210 Added 0.96%
126,614 $6.23 Million
Q4 2023

Feb 02, 2024
BUY
$38.13 - $48.02 $104,209 - $131,238
2,733 Added 2.23%
125,404 $5.92 Million
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $34,068 - $38,447
834 Added 0.68%
122,671 $5.08 Million
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $235,748 - $258,844
5,907 Added 5.1%
121,837 $5.34 Million
Q1 2023

May 01, 2023
BUY
$39.82 - $46.36 $246,127 - $286,551
6,181 Added 5.63%
115,930 $4.86 Million
Q4 2022

Feb 06, 2023
SELL
$38.25 - $43.54 $162,868 - $185,393
-4,258 Reduced 3.73%
109,749 $4.45 Million
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $38,515 - $46,955
1,023 Added 0.91%
114,007 $4.31 Million
Q2 2022

Aug 01, 2022
BUY
$37.88 - $48.01 $287,584 - $364,491
7,592 Added 7.2%
112,984 $4.41 Million
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $2.39 Million - $2.78 Million
53,801 Added 104.28%
105,392 $4.99 Million
Q4 2021

Feb 02, 2022
BUY
$48.64 - $55.07 $7,296 - $8,260
150 Added 0.29%
51,591 $5.28 Million
Q3 2021

Nov 09, 2021
BUY
$48.3 - $52.49 $169,194 - $183,872
3,503 Added 7.31%
51,441 $5.15 Million
Q2 2021

Aug 06, 2021
BUY
$48.39 - $52.91 $149,186 - $163,121
3,083 Added 6.87%
47,938 $4.99 Million
Q1 2021

May 04, 2021
BUY
$43.89 - $52.63 $97,786 - $117,259
2,228 Added 5.23%
44,855 $4.47 Million
Q4 2020

Feb 03, 2021
BUY
$34.66 - $45.17 $175,067 - $228,153
5,051 Added 13.44%
42,627 $3.79 Million
Q3 2020

Nov 09, 2020
BUY
$32.09 - $36.38 $217,153 - $246,183
6,767 Added 21.96%
37,576 $2.57 Million
Q2 2020

Jul 31, 2020
BUY
$23.59 - $35.22 $82,329 - $122,917
3,490 Added 12.77%
30,809 $2.01 Million
Q1 2020

May 01, 2020
BUY
$22.29 - $38.7 $31,651 - $54,954
1,420 Added 5.48%
27,319 $1.41 Million
Q4 2019

Jan 31, 2020
BUY
$33.63 - $38.03 $31,881 - $36,052
948 Added 3.8%
25,899 $1.96 Million
Q3 2019

Nov 06, 2019
BUY
$34.78 - $36.12 $61,038 - $63,390
1,755 Added 7.57%
24,951 $1.74 Million
Q2 2019

Aug 07, 2019
BUY
N/A
952 Added 4.28%
23,196 $1.66 Million
Q1 2019

May 10, 2019
BUY
N/A
4,165 Added 23.04%
22,244 $1.56 Million
Q4 2018

Feb 07, 2019
BUY
N/A
1,823 Added 11.21%
18,079 $1.1 Million
Q3 2018

Nov 02, 2018
BUY
N/A
823 Added 5.33%
16,256 $1.24 Million
Q2 2018

Aug 07, 2018
BUY
N/A
1,295 Added 9.16%
15,433 $1.14 Million
Q1 2018

May 07, 2018
BUY
N/A
1,350 Added 10.56%
14,138 $977,000
Q4 2017

Feb 09, 2018
BUY
N/A
12,788
12,788 $892,000

Others Institutions Holding SCHA

# of Institutions
1,297
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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