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

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 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 14,038 shares of SCHQ stock, worth $450,198. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,038
Previous 18,280 23.21%
Holding current value
$450,198
Previous $639,000 30.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
SELL
$31.33 - $35.13 $132,901 - $149,021
-4,242 Reduced 23.21%
14,038 $441,000
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
105
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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