Valmark Advisers, Inc. Schwab Strategic Tr Us Large C Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 208,543 shares of SCHX stock, worth $4.67 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

208,543

Previous 64,619 222.73%

Holding current value

$4.67 Million

Previous $4.38 Million 10.26%

% of portfolio

0.08%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $3.22 Million - $9.83 Million	143,924 Added 222.73%	208,543 $4.83 Million
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $228,123 - $253,284	3,733 Added 6.13%	64,619 $4.38 Million
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $86,112 - $95,032	-1,467 Reduced 2.35%	60,886 $3.91 Million
Q1 2024 May 03, 2024	BUY	$55.41 - $62.08 $29,699 - $33,274	536 Added 0.87%	62,353 $3.87 Million
Q4 2023 Feb 02, 2024	BUY	$48.47 - $56.6 $39,551 - $46,185	816 Added 1.34%	61,817 $3.49 Million
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $78,108 - $84,079	-1,551 Reduced 2.48%	61,001 $3.09 Million
Q2 2023 Aug 02, 2023	BUY	$47.67 - $52.37 $319,675 - $351,193	6,706 Added 12.01%	62,552 $3.28 Million
Q1 2023 May 01, 2023	BUY	$44.78 - $49.41 $210,107 - $231,831	4,692 Added 9.17%	55,846 $2.7 Million
Q4 2022 Feb 06, 2023	SELL	$42.25 - $48.16 $140,312 - $159,939	-3,321 Reduced 6.1%	51,154 $2.31 Million
Q3 2022 Nov 02, 2022	BUY	$42.35 - $51.01 $16,135 - $19,434	381 Added 0.7%	54,475 $2.31 Million
Q2 2022 Aug 01, 2022	BUY	$43.35 - $54.51 $422,879 - $531,745	9,755 Added 22.0%	54,094 $2.42 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $1.12 Million - $1.3 Million	22,650 Added 104.43%	44,339 $2.39 Million
Q4 2021 Feb 02, 2022	SELL	$51.9 - $57.29 $76,241 - $84,159	-1,469 Reduced 6.34%	21,689 $2.47 Million
Q3 2021 Nov 09, 2021	BUY	$51.52 - $54.94 $75,579 - $80,596	1,467 Added 6.76%	23,158 $2.41 Million
Q2 2021 Aug 06, 2021	BUY	$48.62 - $52.01 $67,241 - $71,929	1,383 Added 6.81%	21,691 $2.26 Million
Q1 2021 May 04, 2021	BUY	$44.9 - $48.34 $58,908 - $63,422	1,312 Added 6.91%	20,308 $1.95 Million
Q4 2020 Feb 03, 2021	BUY	$39.35 - $45.48 $129,973 - $150,220	3,303 Added 21.05%	18,996 $1.73 Million
Q3 2020 Nov 09, 2020	BUY	$37.26 - $43.03 $584,721 - $675,269	15,693 New	15,693 $1.27 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Valmark Advisers, Inc. Schwab Strategic Tr Us Large C Transaction History