Valmark Advisers, Inc. Schwab Strategic Tr Us Emergin Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

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 68,319 shares of SCHE stock, worth $1.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

68,319

Previous 68,514 0.28%

Holding current value

$1.96 Million

Previous $1.82 Million 3.23%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$25.81 - $28.52 $5,032 - $5,561	-195 Reduced 0.28%	68,319 $1.88 Million
Q4 2024 Jan 30, 2025	BUY	$26.63 - $30.23 $255,115 - $289,603	9,580 Added 16.26%	68,514 $1.82 Million
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

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Valmark Advisers, Inc. Schwab Strategic Tr Us Emergin Transaction History