Valmark Advisers, Inc. Schwab Strategic Tr Intl Small Transaction History
Valmark Advisers, Inc.
- $5.7 Billion
- Q1 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 195,893 shares of SCHC stock, worth $6.98 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
195,893
Previous 196,120
0.12%
Holding current value
$6.98 Million
Previous $6.84 Million
2.48%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio