Schwab U S Broad Market ETF shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 100k | 66.52 |
| 2024-06-30 | $6.2M | 99k | 62.87 |
| 2024-03-31 | $5.9M | 97k | 61.05 |
| 2023-12-31 | $5.3M | 95k | 55.67 |
| 2023-09-30 | $4.6M | 92k | 49.85 |
| 2023-06-30 | $4.6M | 88k | 51.70 |
| 2023-03-31 | $4.2M | 87k | 47.85 |
| 2022-12-31 | $3.9M | 88k | 44.81 |
| 2022-09-30 | $3.7M | 87k | 41.99 |
| 2022-06-30 | $3.7M | 84k | 44.19 |
| 2022-03-31 | $4.4M | 82k | 53.40 |
| 2021-12-31 | $4.5M | 40k | 113.02 |
| 2021-09-30 | $4.1M | 39k | 103.86 |
| 2021-06-30 | $4.0M | 39k | 104.26 |
| 2021-03-31 | $3.7M | 38k | 96.70 |
| 2020-12-31 | $3.3M | 36k | 90.98 |
| 2020-09-30 | $2.8M | 36k | 79.64 |
| 2020-06-30 | $2.7M | 37k | 73.48 |
| 2020-03-31 | $2.1M | 35k | 60.44 |
| 2019-12-31 | $2.4M | 32k | 76.87 |
| 2019-09-30 | $2.2M | 32k | 71.02 |
| 2019-06-30 | $2.2M | 31k | 70.54 |
| 2019-03-31 | $2.1M | 30k | 68.06 |
| 2018-12-31 | $1.5M | 26k | 59.91 |
| 2018-09-30 | $1.7M | 24k | 70.39 |
| 2018-06-30 | $1.5M | 23k | 65.98 |
| 2018-03-31 | $1.3M | 21k | 63.80 |
| 2017-12-31 | $1.2M | 19k | 64.50 |