Valmark Advisers, Inc. Schwab Short Term Us Treasury Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valmark Advisers, Inc. holds 64,170 shares of SCHO stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
64,170
Previous 64,974 1.24%
Holding current value
$1.56 Million
Previous $1.58 Million 1.2%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$24.23 - $24.42 $19,480 - $19,633
-804 Reduced 1.24%
64,170 $1.57 Million
Q2 2025

Jul 23, 2025
SELL
$24.19 - $24.45 $258,131 - $260,905
-10,671 Reduced 14.11%
64,974 $1.58 Million
Q1 2025

Apr 22, 2025
SELL
$24.1 - $24.34 $155,565 - $157,114
-6,455 Reduced 7.86%
75,645 $1.84 Million
Q4 2024

Jan 30, 2025
BUY
$24.06 - $48.88 $1.23 Million - $2.49 Million
50,962 Added 163.66%
82,100 $1.98 Million
Q3 2024

Oct 25, 2024
SELL
$47.93 - $49.06 $102,953 - $105,380
-2,148 Reduced 6.45%
31,138 $1.53 Million
Q2 2024

Jul 31, 2024
SELL
$47.75 - $48.13 $6,494 - $6,545
-136 Reduced 0.41%
33,286 $1.6 Million
Q1 2024

May 03, 2024
SELL
$48.05 - $48.63 $27,436 - $27,767
-571 Reduced 1.68%
33,422 $1.61 Million
Q4 2023

Feb 02, 2024
BUY
$47.66 - $48.45 $738,253 - $750,490
15,490 Added 83.72%
33,993 $1.65 Million
Q3 2023

Nov 07, 2023
SELL
$47.78 - $48.2 $54,086 - $54,562
-1,132 Reduced 5.77%
18,503 $886,000
Q2 2023

Aug 02, 2023
SELL
$48.06 - $48.89 $111,355 - $113,278
-2,317 Reduced 10.55%
19,635 $943,000
Q1 2023

May 01, 2023
BUY
$47.8 - $49.0 $283,262 - $290,374
5,926 Added 36.98%
21,952 $1.07 Million
Q4 2022

Feb 06, 2023
BUY
$47.89 - $48.47 $767,485 - $776,780
16,026 New
16,026 $773,000

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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