Valmark Advisers, Inc. Schwab Strategic Us Tips ETF Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 222,716 shares of SCHP stock, worth $5.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

222,716

Previous 230,269 3.28%

Holding current value

$5.9 Million

Previous $5.95 Million 0.69%

% of portfolio

0.09%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$25.69 - $26.89 $194,036 - $203,100	-7,553 Reduced 3.28%	222,716 $5.99 Million
Q4 2024 Jan 30, 2025	BUY	$25.74 - $53.78 $2.85 Million - $5.96 Million	110,910 Added 92.92%	230,269 $5.95 Million
Q3 2024 Oct 25, 2024	SELL	$51.58 - $53.79 $58,852 - $61,374	-1,141 Reduced 0.95%	119,359 $6.4 Million
Q2 2024 Jul 31, 2024	SELL	$51.1 - $52.24 $66,276 - $67,755	-1,297 Reduced 1.06%	120,500 $6.27 Million
Q1 2024 May 03, 2024	SELL	$51.32 - $52.45 $615 - $629	-12 Reduced 0.01%	121,797 $6.35 Million
Q4 2023 Feb 02, 2024	SELL	$49.69 - $52.46 $1,689 - $1,783	-34 Reduced 0.03%	121,809 $6.36 Million
Q3 2023 Nov 07, 2023	BUY	$50.37 - $52.48 $180,123 - $187,668	3,576 Added 3.02%	121,843 $6.15 Million
Q2 2023 Aug 02, 2023	SELL	$52.18 - $54.02 $57,398 - $59,422	-1,100 Reduced 0.92%	118,267 $6.2 Million
Q1 2023 May 01, 2023	SELL	$51.68 - $53.62 $21,550 - $22,359	-417 Reduced 0.35%	119,367 $6.4 Million
Q4 2022 Feb 06, 2023	SELL	$51.47 - $53.83 $45,139 - $47,208	-877 Reduced 0.73%	119,784 $6.2 Million
Q3 2022 Nov 02, 2022	SELL	$51.8 - $57.88 $5.16 Million - $5.77 Million	-99,634 Reduced 45.23%	120,661 $6.25 Million
Q2 2022 Aug 01, 2022	BUY	$55.59 - $60.15 $4.94 Million - $5.34 Million	88,845 Added 67.59%	220,295 $12.3 Million
Q1 2022 May 10, 2022	BUY	$59.94 - $62.99 $398,541 - $418,820	6,649 Added 5.33%	131,450 $7.98 Million
Q4 2021 Feb 02, 2022	BUY	$62.25 - $63.89 $914,701 - $938,799	14,694 Added 13.35%	124,801 $7.85 Million
Q3 2021 Nov 09, 2021	BUY	$62.25 - $63.89 $942,589 - $967,422	15,142 Added 15.94%	110,107 $6.89 Million
Q2 2021 Aug 06, 2021	BUY	$61.03 - $62.53 $841,298 - $861,976	13,785 Added 16.98%	94,965 $5.94 Million
Q1 2021 May 04, 2021	BUY	$60.52 - $62.31 $1.03 Million - $1.06 Million	17,060 Added 26.61%	81,180 $4.97 Million
Q4 2020 Feb 03, 2021	BUY	$60.73 - $62.08 $955,708 - $976,952	15,737 Added 32.53%	64,120 $3.98 Million
Q3 2020 Nov 09, 2020	BUY	$60.05 - $61.93 $487,365 - $502,623	8,116 Added 20.16%	48,383 $2.98 Million
Q2 2020 Jul 31, 2020	BUY	$57.69 - $60.12 $356,004 - $371,000	6,171 Added 18.1%	40,267 $2.42 Million
Q1 2020 May 01, 2020	BUY	$53.09 - $59.55 $77,405 - $86,823	1,458 Added 4.47%	34,096 $1.96 Million
Q4 2019 Jan 31, 2020	BUY	$56.32 - $57.23 $146,769 - $149,141	2,606 Added 8.68%	32,638 $1.85 Million
Q3 2019 Nov 06, 2019	BUY	$56.24 - $57.07 $87,678 - $88,972	1,559 Added 5.48%	30,032 $1.71 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,891 Added 7.11%	28,473 $1.6 Million
Q1 2019 May 10, 2019	BUY	N/A	7,482 Added 39.17%	26,582 $1.46 Million
Q4 2018 Feb 07, 2019	BUY	N/A	1,839 Added 10.65%	19,100 $1.02 Million
Q3 2018 Nov 02, 2018	BUY	N/A	4,716 Added 37.59%	17,261 $931,000
Q2 2018 Aug 07, 2018	BUY	N/A	3,277 Added 35.36%	12,545 $689,000
Q1 2018 May 07, 2018	BUY	N/A	3,790 Added 69.19%	9,268 $509,000
Q4 2017 Feb 09, 2018	BUY	N/A	5,478	5,478 $304,000

Others Institutions Holding SCHP

# of Institutions

737

Shares Held

339M

Call Options Held

37.5K

Put Options Held

10.4K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Valmark Advisers, Inc. Schwab Strategic Us Tips ETF Transaction History