Valmark Advisers, Inc. Schwab Us Aggregate Bond ETF Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 117,077 shares of SCHZ stock, worth $2.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

117,077

Previous 141,083 17.02%

Holding current value

$2.69 Million

Previous $3.2 Million 15.33%

% of portfolio

0.04%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$22.46 - $23.26 $539,174 - $558,379	-24,006 Reduced 17.02%	117,077 $2.71 Million
Q4 2024 Jan 30, 2025	BUY	$22.63 - $47.53 $1.84 Million - $3.87 Million	81,433 Added 136.52%	141,083 $3.2 Million
Q3 2024 Oct 25, 2024	BUY	$45.2 - $47.87 $561,474 - $594,641	12,422 Added 26.3%	59,650 $2.83 Million
Q2 2024 Jul 31, 2024	BUY	$44.66 - $45.99 $411,407 - $423,659	9,212 Added 24.23%	47,228 $2.15 Million
Q1 2024 May 03, 2024	BUY	$45.44 - $46.67 $73,476 - $75,465	1,617 Added 4.44%	38,016 $1.75 Million
Q4 2023 Feb 02, 2024	BUY	$43.09 - $46.83 $262,288 - $285,054	6,087 Added 20.08%	36,399 $1.7 Million
Q3 2023 Nov 07, 2023	BUY	$44.14 - $46.33 $133,258 - $139,870	3,019 Added 11.06%	30,312 $1.34 Million
Q2 2023 Aug 02, 2023	BUY	$45.86 - $47.33 $114,191 - $117,851	2,490 Added 10.04%	27,293 $1.26 Million
Q1 2023 May 01, 2023	BUY	$45.33 - $47.44 $184,719 - $193,318	4,075 Added 19.66%	24,803 $1.16 Million
Q4 2022 Feb 06, 2023	BUY	$44.04 - $47.03 $311,186 - $332,313	7,066 Added 51.72%	20,728 $946,000
Q3 2022 Nov 02, 2022	BUY	$44.98 - $49.09 $64,906 - $70,836	1,443 Added 11.81%	13,662 $619,000
Q2 2022 Aug 01, 2022	BUY	$46.62 - $50.36 $276,689 - $298,886	5,935 Added 94.45%	12,219 $585,000
Q1 2022 May 10, 2022	BUY	$50.05 - $53.52 $81,581 - $87,237	1,630 Added 35.02%	6,284 $318,000
Q4 2021 Feb 02, 2022	BUY	$53.63 - $54.52 $42,260 - $42,961	788 Added 20.38%	4,654 $251,000
Q3 2021 Nov 09, 2021	BUY	$54.26 - $55.17 $209,769 - $213,287	3,866 New	3,866 $210,000

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Valmark Advisers, Inc. Schwab Us Aggregate Bond ETF Transaction History