A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 64,378 shares of SCHH stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
64,378
Previous 64,611 0.36%
Holding current value
$1.34 Million
Previous $1.29 Million 15.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
$19.78 - $23.53 $4,608 - $5,482
-233 Reduced 0.36%
64,378 $1.49 Million
Q2 2024

Jul 31, 2024

BUY
$18.53 - $20.2 $43,156 - $47,045
2,329 Added 3.74%
64,611 $1.29 Million
Q1 2024

May 03, 2024

BUY
$19.39 - $20.93 $29,530 - $31,876
1,523 Added 2.51%
62,282 $1.26 Million
Q4 2023

Feb 02, 2024

BUY
$16.76 - $20.95 $486 - $607
29 Added 0.05%
60,759 $1.26 Million
Q3 2023

Nov 07, 2023

BUY
$17.52 - $20.27 $99,110 - $114,667
5,657 Added 10.27%
60,730 $1.08 Million
Q2 2023

Aug 02, 2023

BUY
$18.34 - $19.64 $76,294 - $81,702
4,160 Added 8.17%
55,073 $1.08 Million
Q1 2023

May 01, 2023

BUY
$18.01 - $21.78 $96,065 - $116,174
5,334 Added 11.7%
50,913 $992,000
Q4 2022

Feb 06, 2023

SELL
$17.68 - $20.46 $89,584 - $103,670
-5,067 Reduced 10.0%
45,579 $879,000
Q2 2022

Aug 01, 2022

SELL
$20.18 - $25.97 $11,926 - $15,348
-591 Reduced 1.15%
50,646 $1.07 Million
Q1 2022

May 10, 2022

BUY
$22.75 - $26.16 $613,249 - $705,168
26,956 Added 111.02%
51,237 $1.28 Million
Q4 2021

Feb 02, 2022

SELL
$22.99 - $26.35 $8,943 - $10,250
-389 Reduced 1.58%
24,281 $1.28 Million
Q3 2021

Nov 09, 2021

BUY
$22.84 - $24.92 $123,495 - $134,742
5,407 Added 28.07%
24,670 $1.13 Million
Q2 2021

Aug 06, 2021

BUY
$20.92 - $23.68 $173,280 - $196,141
8,283 Added 75.44%
19,263 $882,000
Q1 2021

May 04, 2021

BUY
$18.25 - $20.79 $200,385 - $228,274
10,980 New
10,980 $451,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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