Valmark Advisers, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Valmark Advisers, Inc. holds 70,610 shares of SCHM stock, worth $1.97 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
70,610
Previous 67,152 5.15%
Holding current value
$1.97 Million
Previous $5.23 Million 12.25%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 25, 2024
BUY
$75.47 - $83.18 $260,975 - $287,636
3,458 Added 5.15%
70,610 $5.87 Million
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $60,097 - $64,464
794 Added 1.2%
67,152 $5.23 Million
Q1 2024

May 03, 2024
BUY
$72.89 - $81.43 $93,882 - $104,881
1,288 Added 1.98%
66,358 $5.4 Million
Q4 2023

Feb 02, 2024
BUY
$63.01 - $75.95 $111,716 - $134,659
1,773 Added 2.8%
65,070 $4.9 Million
Q3 2023

Nov 07, 2023
BUY
$66.75 - $73.98 $102,594 - $113,707
1,537 Added 2.49%
63,297 $4.28 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $125,944 - $137,016
1,929 Added 3.22%
61,760 $4.39 Million
Q1 2023

May 01, 2023
BUY
$64.24 - $73.9 $315,803 - $363,292
4,916 Added 8.95%
59,831 $4.06 Million
Q4 2022

Feb 06, 2023
BUY
$61.05 - $69.94 $72,710 - $83,298
1,191 Added 2.22%
54,915 $3.6 Million
Q3 2022

Nov 02, 2022
BUY
$60.5 - $72.51 $56,567 - $67,796
935 Added 1.77%
53,724 $3.25 Million
Q2 2022

Aug 01, 2022
BUY
$60.91 - $76.4 $152,031 - $190,694
2,496 Added 4.96%
52,789 $3.31 Million
Q1 2022

May 10, 2022
BUY
$70.66 - $80.89 $153,473 - $175,693
2,172 Added 4.51%
50,293 $3.82 Million
Q4 2021

Feb 02, 2022
BUY
$76.01 - $83.39 $176,039 - $193,131
2,316 Added 5.06%
48,121 $3.87 Million
Q3 2021

Nov 09, 2021
SELL
$74.65 - $80.95 $307,856 - $333,837
-4,124 Reduced 8.26%
45,805 $3.51 Million
Q2 2021

Aug 06, 2021
BUY
$74.64 - $79.12 $799,394 - $847,375
10,710 Added 27.31%
49,929 $3.91 Million
Q1 2021

May 04, 2021
BUY
$67.07 - $76.85 $189,338 - $216,947
2,823 Added 7.76%
39,219 $2.92 Million
Q4 2020

Feb 03, 2021
BUY
$55.93 - $68.45 $61,299 - $75,021
1,096 Added 3.1%
36,396 $2.48 Million
Q3 2020

Nov 09, 2020
BUY
$51.99 - $58.83 $48,610 - $55,006
935 Added 2.72%
35,300 $1.96 Million
Q2 2020

Jul 31, 2020
BUY
$39.01 - $57.03 $272,172 - $397,898
6,977 Added 25.47%
34,365 $1.81 Million
Q1 2020

May 01, 2020
BUY
$35.83 - $62.24 $97,529 - $169,417
2,722 Added 11.04%
27,388 $1.16 Million
Q4 2019

Jan 31, 2020
BUY
$54.56 - $60.24 $62,307 - $68,794
1,142 Added 4.85%
24,666 $1.48 Million
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $86,256 - $88,343
1,534 Added 6.98%
23,524 $1.33 Million
Q2 2019

Aug 07, 2019
BUY
N/A
1,314 Added 6.36%
21,990 $1.26 Million
Q1 2019

May 10, 2019
BUY
N/A
8,150 Added 65.06%
20,676 $1.15 Million
Q4 2018

Feb 07, 2019
BUY
N/A
1,883 Added 17.69%
12,526 $600,000
Q3 2018

Nov 02, 2018
BUY
N/A
2,143 Added 25.21%
10,643 $616,000
Q2 2018

Aug 07, 2018
BUY
N/A
2,238 Added 35.74%
8,500 $467,000
Q1 2018

May 07, 2018
BUY
N/A
6,262 New
6,262 $331,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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