Valmark Advisers, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Valmark Advisers, Inc.

  • $7.08 Billion
  • Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 20,256 shares of SCHI stock, worth $470,141. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,256
Previous 20,256 -0.0%
Holding current value
$470,141
Previous $454,000 1.54%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.02 - $46.16 $223,018 - $467,508
10,128 Added 100.0%
20,256 $447,000
Q2 2024

Jul 31, 2024
SELL
$43.11 - $44.42 $2,069 - $2,132
-48 Reduced 0.47%
10,128 $446,000
Q4 2023

Feb 02, 2024
BUY
$40.96 - $45.17 $1,966 - $2,168
48 Added 0.47%
10,176 $457,000
Q2 2023

Aug 02, 2023
BUY
$43.63 - $45.06 $241,317 - $249,226
5,531 Added 120.32%
10,128 $446,000
Q1 2023

May 01, 2023
BUY
$42.99 - $45.29 $197,625 - $208,198
4,597 New
4,597 $205,000

Others Institutions Holding SCHI

# of Institutions
247
Shares Held
50.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
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