Valmark Advisers, Inc. Schwab Strategic Tr Intl Small Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Valmark Advisers, Inc. holds 133,933 shares of SCHC stock, worth $4.72 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

133,933

Previous 141,029 5.03%

Holding current value

$4.72 Million

Previous $5.43 Million 15.39%

% of portfolio

0.07%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$33.93 - $38.37 $240,767 - $272,273	-7,096 Reduced 5.03%	133,933 $4.6 Million
Q3 2024 Oct 25, 2024	SELL	$34.48 - $38.87 $145,574 - $164,109	-4,222 Reduced 2.91%	141,029 $5.43 Million
Q2 2024 Jul 31, 2024	SELL	$34.12 - $36.71 $1.73 Million - $1.86 Million	-50,642 Reduced 25.85%	145,251 $5.17 Million
Q1 2024 May 03, 2024	SELL	$33.2 - $35.86 $7,536 - $8,140	-227 Reduced 0.12%	195,893 $7.01 Million
Q4 2023 Feb 02, 2024	BUY	$30.0 - $35.05 $304,050 - $355,231	10,135 Added 5.45%	196,120 $6.84 Million
Q3 2023 Nov 07, 2023	BUY	$32.0 - $35.51 $117,216 - $130,073	3,663 Added 2.01%	185,985 $6 Million
Q2 2023 Aug 02, 2023	BUY	$32.67 - $34.58 $4.12 Million - $4.37 Million	126,261 Added 225.22%	182,322 $6.16 Million
Q1 2023 May 01, 2023	BUY	$31.54 - $34.93 $494,515 - $547,667	15,679 Added 38.83%	56,061 $1.89 Million
Q4 2022 Feb 06, 2023	BUY	$27.31 - $32.98 $425,216 - $513,498	15,570 Added 62.75%	40,382 $1.27 Million
Q3 2022 Nov 02, 2022	BUY	$27.46 - $34.27 $681,337 - $850,307	24,812 New	24,812 $689,000

Others Institutions Holding SCHC

# of Institutions

432

Shares Held

46.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Valmark Advisers, Inc. Schwab Strategic Tr Intl Small Transaction History