Valmark Advisers, Inc. Schwab Short Term Us Treasury Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valmark Advisers, Inc. holds 64,974 shares of SCHO stock, worth $1.59 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

64,974

Previous 75,645 14.11%

Holding current value

$1.59 Million

Previous $1.84 Million 13.96%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$24.19 - $24.45 $258,131 - $260,905	-10,671 Reduced 14.11%	64,974 $1.58 Million
Q1 2025 Apr 22, 2025	SELL	$24.1 - $24.34 $155,565 - $157,114	-6,455 Reduced 7.86%	75,645 $1.84 Million
Q4 2024 Jan 30, 2025	BUY	$24.06 - $48.88 $1.23 Million - $2.49 Million	50,962 Added 163.66%	82,100 $1.98 Million
Q3 2024 Oct 25, 2024	SELL	$47.93 - $49.06 $102,953 - $105,380	-2,148 Reduced 6.45%	31,138 $1.53 Million
Q2 2024 Jul 31, 2024	SELL	$47.75 - $48.13 $6,494 - $6,545	-136 Reduced 0.41%	33,286 $1.6 Million
Q1 2024 May 03, 2024	SELL	$48.05 - $48.63 $27,436 - $27,767	-571 Reduced 1.68%	33,422 $1.61 Million
Q4 2023 Feb 02, 2024	BUY	$47.66 - $48.45 $738,253 - $750,490	15,490 Added 83.72%	33,993 $1.65 Million
Q3 2023 Nov 07, 2023	SELL	$47.78 - $48.2 $54,086 - $54,562	-1,132 Reduced 5.77%	18,503 $886,000
Q2 2023 Aug 02, 2023	SELL	$48.06 - $48.89 $111,355 - $113,278	-2,317 Reduced 10.55%	19,635 $943,000
Q1 2023 May 01, 2023	BUY	$47.8 - $49.0 $283,262 - $290,374	5,926 Added 36.98%	21,952 $1.07 Million
Q4 2022 Feb 06, 2023	BUY	$47.89 - $48.47 $767,485 - $776,780	16,026 New	16,026 $773,000

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Valmark Advisers, Inc. Schwab Short Term Us Treasury Transaction History