Valmark Advisers, Inc. Schwab Intermediate Term Us Tr Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 317,591 shares of SCHR stock, worth $7.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
317,591
Previous 75,524 320.52%
Holding current value
$7.83 Million
Previous $3.82 Million 101.88%
% of portfolio
0.12%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$24.19 - $50.58 $5.86 Million - $12.2 Million
242,067 Added 320.52%
317,591 $7.71 Million
Q3 2024

Oct 25, 2024
SELL
$48.4 - $50.91 $7,937 - $8,349
-164 Reduced 0.22%
75,524 $3.82 Million
Q2 2024

Jul 31, 2024
SELL
$47.85 - $49.0 $135,559 - $138,817
-2,833 Reduced 3.61%
75,688 $3.69 Million
Q1 2024

May 03, 2024
BUY
$48.64 - $49.88 $33,172 - $34,018
682 Added 0.88%
78,521 $3.85 Million
Q4 2023

Feb 02, 2024
BUY
$47.09 - $49.87 $649,041 - $687,358
13,783 Added 21.52%
77,839 $3.87 Million
Q3 2023

Nov 07, 2023
BUY
$47.78 - $49.59 $12,996 - $13,488
272 Added 0.43%
64,056 $3.07 Million
Q2 2023

Aug 02, 2023
BUY
$49.25 - $50.96 $74,022 - $76,592
1,503 Added 2.41%
63,784 $3.14 Million
Q1 2023

May 01, 2023
BUY
$48.55 - $50.78 $322,032 - $336,823
6,633 Added 11.92%
62,281 $3.14 Million
Q4 2022

Feb 06, 2023
BUY
$48.12 - $50.24 $655,827 - $684,720
13,629 Added 32.44%
55,648 $2.74 Million
Q3 2022

Nov 02, 2022
BUY
$48.68 - $52.54 $90,982 - $98,197
1,869 Added 4.66%
42,019 $2.07 Million
Q2 2022

Aug 01, 2022
BUY
$50.08 - $52.78 $76,372 - $80,489
1,525 Added 3.95%
40,150 $2.07 Million
Q1 2022

May 10, 2022
SELL
$52.72 - $55.84 $54,670 - $57,906
-1,037 Reduced 2.61%
38,625 $2.06 Million
Q4 2021

Feb 02, 2022
BUY
$55.82 - $56.81 $62,797 - $63,911
1,125 Added 2.92%
39,662 $2.23 Million
Q3 2021

Nov 09, 2021
BUY
$56.59 - $57.62 $186,350 - $189,742
3,293 Added 9.34%
38,537 $2.19 Million
Q2 2021

Aug 06, 2021
BUY
$56.38 - $57.16 $6,765 - $6,859
120 Added 0.34%
35,244 $2 Million
Q1 2021

May 04, 2021
SELL
$56.41 - $58.25 $267,496 - $276,221
-4,742 Reduced 11.89%
35,124 $1.98 Million
Q4 2020

Feb 03, 2021
BUY
$57.98 - $58.64 $309,091 - $312,609
5,331 Added 15.44%
39,866 $2.32 Million
Q3 2020

Nov 09, 2020
BUY
$58.56 - $58.96 $762,216 - $767,423
13,016 Added 60.49%
34,535 $2.03 Million
Q2 2020

Jul 31, 2020
SELL
$58.18 - $58.86 $1.14 Million - $1.15 Million
-19,576 Reduced 47.64%
21,519 $1.27 Million
Q1 2020

May 01, 2020
BUY
$55.04 - $58.78 $1.82 Million - $1.94 Million
33,024 Added 409.17%
41,095 $2.42 Million
Q4 2019

Jan 31, 2020
SELL
$54.79 - $56.05 $1,041 - $1,064
-19 Reduced 0.23%
8,071 $443,000
Q3 2019

Nov 06, 2019
BUY
$54.92 - $55.68 $6,645 - $6,737
121 Added 1.52%
8,090 $450,000
Q2 2019

Aug 07, 2019
SELL
N/A
-80 Reduced 0.99%
7,969 $438,000
Q1 2019

May 10, 2019
SELL
N/A
-62 Reduced 0.76%
8,049 $433,000
Q4 2018

Feb 07, 2019
BUY
N/A
60 Added 0.75%
8,111 $429,000
Q3 2018

Nov 02, 2018
BUY
N/A
615 Added 8.27%
8,051 $417,000
Q2 2018

Aug 07, 2018
BUY
N/A
2,324 Added 45.46%
7,436 $389,000
Q1 2018

May 07, 2018
BUY
N/A
5,112 New
5,112 $269,000

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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