Valmark Advisers, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 45,033 shares of SCHJ stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

45,033

Previous 22,452 100.57%

Holding current value

$1.1 Million

Previous $1.11 Million 1.44%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$24.31 - $49.53 $548,944 - $1.12 Million	22,581 Added 100.57%	45,033 $1.1 Million
Q3 2024 Oct 25, 2024	SELL	$48.09 - $49.69 $56,169 - $58,037	-1,168 Reduced 4.94%	22,452 $1.11 Million
Q2 2024 Jul 31, 2024	SELL	$47.73 - $48.35 $48,111 - $48,736	-1,008 Reduced 4.09%	23,620 $1.14 Million
Q1 2024 May 03, 2024	SELL	$48.03 - $48.53 $14,985 - $15,141	-312 Reduced 1.25%	24,628 $1.19 Million
Q4 2023 Feb 02, 2024	BUY	$46.51 - $48.38 $37,952 - $39,478	816 Added 3.38%	24,940 $1.21 Million
Q2 2023 Aug 02, 2023	BUY	$47.14 - $47.79 $4,006 - $4,062	85 Added 0.35%	24,124 $1.14 Million
Q1 2023 May 01, 2023	BUY	$46.68 - $47.8 $30,575 - $31,308	655 Added 2.8%	24,039 $1.14 Million
Q4 2022 Feb 06, 2023	BUY	$45.76 - $47.27 $70,607 - $72,937	1,543 Added 7.06%	23,384 $1.1 Million
Q3 2022 Nov 02, 2022	BUY	$46.13 - $48.23 $87,370 - $91,347	1,894 Added 9.5%	21,841 $1.01 Million
Q2 2022 Aug 01, 2022	BUY	$46.81 - $48.49 $410,336 - $425,063	8,766 Added 78.4%	19,947 $947,000
Q1 2022 May 10, 2022	BUY	$48.35 - $50.5 $162,359 - $169,579	3,358 Added 42.92%	11,181 $543,000
Q4 2021 Feb 02, 2022	BUY	$50.42 - $51.09 $394,435 - $399,677	7,823 New	7,823 $395,000
Q1 2021 May 04, 2021	SELL	$50.81 - $51.4 $210,048 - $212,487	-4,134 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$51.23 - $52.03 $211,784 - $215,092	4,134 New	4,134 $212,000

Others Institutions Holding SCHJ

# of Institutions

112

Shares Held

4.61M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Valmark Advisers, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History