Valmark Advisers, Inc. Schwab Strategic Tr Us Large C Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 64,619 shares of SCHX stock, worth $1.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
64,619
Previous 60,886 6.13%
Holding current value
$1.51 Million
Previous $3.91 Million 12.09%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 25, 2024
BUY
$61.11 - $67.85 $228,123 - $253,284
3,733 Added 6.13%
64,619 $4.38 Million
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $86,112 - $95,032
-1,467 Reduced 2.35%
60,886 $3.91 Million
Q1 2024

May 03, 2024
BUY
$55.41 - $62.08 $29,699 - $33,274
536 Added 0.87%
62,353 $3.87 Million
Q4 2023

Feb 02, 2024
BUY
$48.47 - $56.6 $39,551 - $46,185
816 Added 1.34%
61,817 $3.49 Million
Q3 2023

Nov 07, 2023
SELL
$50.36 - $54.21 $78,108 - $84,079
-1,551 Reduced 2.48%
61,001 $3.09 Million
Q2 2023

Aug 02, 2023
BUY
$47.67 - $52.37 $319,675 - $351,193
6,706 Added 12.01%
62,552 $3.28 Million
Q1 2023

May 01, 2023
BUY
$44.78 - $49.41 $210,107 - $231,831
4,692 Added 9.17%
55,846 $2.7 Million
Q4 2022

Feb 06, 2023
SELL
$42.25 - $48.16 $140,312 - $159,939
-3,321 Reduced 6.1%
51,154 $2.31 Million
Q3 2022

Nov 02, 2022
BUY
$42.35 - $51.01 $16,135 - $19,434
381 Added 0.7%
54,475 $2.31 Million
Q2 2022

Aug 01, 2022
BUY
$43.35 - $54.51 $422,879 - $531,745
9,755 Added 22.0%
54,094 $2.42 Million
Q1 2022

May 10, 2022
BUY
$49.51 - $57.27 $1.12 Million - $1.3 Million
22,650 Added 104.43%
44,339 $2.39 Million
Q4 2021

Feb 02, 2022
SELL
$51.9 - $57.29 $76,241 - $84,159
-1,469 Reduced 6.34%
21,689 $2.47 Million
Q3 2021

Nov 09, 2021
BUY
$51.52 - $54.94 $75,579 - $80,596
1,467 Added 6.76%
23,158 $2.41 Million
Q2 2021

Aug 06, 2021
BUY
$48.62 - $52.01 $67,241 - $71,929
1,383 Added 6.81%
21,691 $2.26 Million
Q1 2021

May 04, 2021
BUY
$44.9 - $48.34 $58,908 - $63,422
1,312 Added 6.91%
20,308 $1.95 Million
Q4 2020

Feb 03, 2021
BUY
$39.35 - $45.48 $129,973 - $150,220
3,303 Added 21.05%
18,996 $1.73 Million
Q3 2020

Nov 09, 2020
BUY
$37.26 - $43.03 $584,721 - $675,269
15,693 New
15,693 $1.27 Million

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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