Valmark Advisers, Inc. Schwab Strategic Tr Long Term Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Valmark Advisers, Inc. holds 18,280 shares of SCHQ stock, worth $579,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,280

Holding current value

$579,658

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$32.17 - $35.98 $588,067 - $657,714	18,280 New	18,280 $639,000

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

14.6M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.74M
Shares

$86.8 Million
10.74% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$75 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.84M
Shares

$58.2 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

989K
Shares

$31.4 Million
0.15% of portfolio
Sfmg, LLC

635K
Shares

$20.1 Million
1.83% of portfolio

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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Valmark Advisers, Inc. Schwab Strategic Tr Long Term Transaction History