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

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 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 22,452 shares of SCHJ stock, worth $551,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,452
Previous 23,620 4.94%
Holding current value
$551,196
Previous $1.14 Million 2.37%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
97
Shares Held
4.79M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email