Valmark Advisers, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
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 $450,088. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,256
Previous 10,128
100.0%
Holding current value
$450,088
Previous $467,000
4.28%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
219Shares Held
42.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$181 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.1 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.7 Million0.01% of portfolio