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Schwab Intl Small Cap Equity ETF shares owned by ValMark Advisers

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 141k 38.53
2024-06-30 $5.2M 145k 35.58
2024-03-31 $7.0M 196k 35.80
2023-12-31 $6.8M 196k 34.89
2023-09-30 $6.0M 186k 32.25
2023-06-30 $6.2M 182k 33.77
2023-03-31 $1.9M 56k 33.71
2022-12-31 $1.3M 40k 31.47
2022-09-30 $689k 25k 27.77

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Schwab Intl Small Cap Equity ETF

Pnc Financial Services
Savant Capital Management
Tiaa Trust, National Association
State Street Corporation
Envestnet Asset Management
McAdam
Creative Planning
BlackRock
SageView Advisory Group
CI Private Wealth
Johnson Financial
Mather Group
BlackRock
Colony
Rsm Us Wealth Management

View all funds holding Schwab Intl Small Cap Equity ETF