Valmark Advisers, Inc. Schwab Strategic Tr Us Emergin Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valmark Advisers, Inc. holds 68,514 shares of SCHE stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

68,514

Previous 58,934 16.26%

Holding current value

$1.89 Million

Previous $1.72 Million 6.11%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$26.63 - $30.23 $255,115 - $289,603	9,580 Added 16.26%	68,514 $1.82 Million
Q3 2024 Oct 25, 2024	SELL	$25.45 - $29.53 $52,223 - $60,595	-2,052 Reduced 3.36%	58,934 $1.72 Million
Q2 2024 Jul 31, 2024	SELL	$24.67 - $27.2 $50,302 - $55,460	-2,039 Reduced 3.24%	60,986 $1.62 Million
Q1 2024 May 03, 2024	SELL	$23.47 - $25.45 $612,168 - $663,812	-26,083 Reduced 29.27%	63,025 $1.59 Million
Q4 2023 Feb 02, 2024	BUY	$23.04 - $24.89 $398,937 - $430,970	17,315 Added 24.12%	89,108 $2.21 Million
Q3 2023 Nov 07, 2023	BUY	$23.83 - $26.11 $48,827 - $53,499	2,049 Added 2.94%	71,793 $1.72 Million
Q2 2023 Aug 02, 2023	BUY	$23.66 - $25.54 $36,247 - $39,127	1,532 Added 2.25%	69,744 $1.72 Million
Q1 2023 May 01, 2023	BUY	$23.32 - $26.39 $24,089 - $27,260	1,033 Added 1.54%	68,212 $1.67 Million
Q4 2022 Feb 06, 2023	BUY	$21.59 - $24.95 $1.24 Million - $1.43 Million	57,490 Added 593.35%	67,179 $1.59 Million
Q3 2022 Nov 02, 2022	BUY	$22.4 - $25.83 $8,086 - $9,324	361 Added 3.87%	9,689 $217,000
Q2 2022 Aug 01, 2022	SELL	$24.51 - $28.87 $64,363 - $75,812	-2,626 Reduced 21.97%	9,328 $237,000
Q1 2022 May 10, 2022	SELL	$25.61 - $30.82 $30,885 - $37,168	-1,206 Reduced 9.16%	11,954 $332,000
Q4 2021 Feb 02, 2022	BUY	$28.68 - $31.96 $377,428 - $420,593	13,160 New	13,160 $390,000

Others Institutions Holding SCHE

# of Institutions

835

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Schwab Strategic Tr Us Emergin Transaction History