Valmark Advisers, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 45,033 shares of SCHJ stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
45,033
Previous 22,452 100.57%
Holding current value
$1.1 Million
Previous $1.11 Million 1.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 30, 2025
BUY
$24.31 - $49.53 $548,944 - $1.12 Million
22,581 Added 100.57%
45,033 $1.1 Million
Q3 2024

Oct 25, 2024
SELL
$48.09 - $49.69 $56,169 - $58,037
-1,168 Reduced 4.94%
22,452 $1.11 Million
Q2 2024

Jul 31, 2024
SELL
$47.73 - $48.35 $48,111 - $48,736
-1,008 Reduced 4.09%
23,620 $1.14 Million
Q1 2024

May 03, 2024
SELL
$48.03 - $48.53 $14,985 - $15,141
-312 Reduced 1.25%
24,628 $1.19 Million
Q4 2023

Feb 02, 2024
BUY
$46.51 - $48.38 $37,952 - $39,478
816 Added 3.38%
24,940 $1.21 Million
Q2 2023

Aug 02, 2023
BUY
$47.14 - $47.79 $4,006 - $4,062
85 Added 0.35%
24,124 $1.14 Million
Q1 2023

May 01, 2023
BUY
$46.68 - $47.8 $30,575 - $31,308
655 Added 2.8%
24,039 $1.14 Million
Q4 2022

Feb 06, 2023
BUY
$45.76 - $47.27 $70,607 - $72,937
1,543 Added 7.06%
23,384 $1.1 Million
Q3 2022

Nov 02, 2022
BUY
$46.13 - $48.23 $87,370 - $91,347
1,894 Added 9.5%
21,841 $1.01 Million
Q2 2022

Aug 01, 2022
BUY
$46.81 - $48.49 $410,336 - $425,063
8,766 Added 78.4%
19,947 $947,000
Q1 2022

May 10, 2022
BUY
$48.35 - $50.5 $162,359 - $169,579
3,358 Added 42.92%
11,181 $543,000
Q4 2021

Feb 02, 2022
BUY
$50.42 - $51.09 $394,435 - $399,677
7,823 New
7,823 $395,000
Q1 2021

May 04, 2021
SELL
$50.81 - $51.4 $210,048 - $212,487
-4,134 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$51.23 - $52.03 $211,784 - $215,092
4,134 New
4,134 $212,000

Others Institutions Holding SCHJ

# of Institutions
115
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
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