A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valmark Advisers, Inc. holds 58,934 shares of SCHE stock, worth $1.62 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
58,934
Previous 60,986 3.36%
Holding current value
$1.62 Million
Previous $1.62 Million 6.18%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$25.45 - $29.53 $52,223 - $60,595
-2,052 Reduced 3.36%
58,934 $1.72 Million
Q2 2024

Jul 31, 2024

SELL
$24.67 - $27.2 $50,302 - $55,460
-2,039 Reduced 3.24%
60,986 $1.62 Million
Q1 2024

May 03, 2024

SELL
$23.47 - $25.45 $612,168 - $663,812
-26,083 Reduced 29.27%
63,025 $1.59 Million
Q4 2023

Feb 02, 2024

BUY
$23.04 - $24.89 $398,937 - $430,970
17,315 Added 24.12%
89,108 $2.21 Million
Q3 2023

Nov 07, 2023

BUY
$23.83 - $26.11 $48,827 - $53,499
2,049 Added 2.94%
71,793 $1.72 Million
Q2 2023

Aug 02, 2023

BUY
$23.66 - $25.54 $36,247 - $39,127
1,532 Added 2.25%
69,744 $1.72 Million
Q1 2023

May 01, 2023

BUY
$23.32 - $26.39 $24,089 - $27,260
1,033 Added 1.54%
68,212 $1.67 Million
Q4 2022

Feb 06, 2023

BUY
$21.59 - $24.95 $1.24 Million - $1.43 Million
57,490 Added 593.35%
67,179 $1.59 Million
Q3 2022

Nov 02, 2022

BUY
$22.4 - $25.83 $8,086 - $9,324
361 Added 3.87%
9,689 $217,000
Q2 2022

Aug 01, 2022

SELL
$24.51 - $28.87 $64,363 - $75,812
-2,626 Reduced 21.97%
9,328 $237,000
Q1 2022

May 10, 2022

SELL
$25.61 - $30.82 $30,885 - $37,168
-1,206 Reduced 9.16%
11,954 $332,000
Q4 2021

Feb 02, 2022

BUY
$28.68 - $31.96 $377,428 - $420,593
13,160 New
13,160 $390,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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