Schwab Strategic Tr 0 shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.4M | 122k | 52.20 |
| 2023-09-30 | $6.2M | 122k | 50.49 |
| 2023-06-30 | $6.2M | 118k | 52.43 |
| 2023-03-31 | $6.4M | 119k | 53.61 |
| 2022-12-31 | $6.2M | 120k | 51.79 |
| 2022-09-30 | $6.2M | 121k | 51.80 |
| 2022-06-30 | $12M | 220k | 55.80 |
| 2022-03-31 | $8.0M | 132k | 60.71 |
| 2021-12-31 | $7.8M | 125k | 62.89 |
| 2021-09-30 | $6.9M | 110k | 62.58 |
| 2021-06-30 | $5.9M | 95k | 62.51 |
| 2021-03-31 | $5.0M | 81k | 61.16 |
| 2020-12-31 | $4.0M | 64k | 62.09 |
| 2020-09-30 | $3.0M | 48k | 61.63 |
| 2020-06-30 | $2.4M | 40k | 60.02 |
| 2020-03-31 | $2.0M | 34k | 57.51 |
| 2019-12-31 | $1.8M | 33k | 56.62 |
| 2019-09-30 | $1.7M | 30k | 56.77 |
| 2019-06-30 | $1.6M | 29k | 56.30 |
| 2019-03-31 | $1.5M | 27k | 55.00 |
| 2018-12-31 | $1.0M | 19k | 53.25 |
| 2018-09-30 | $931k | 17k | 53.94 |
| 2018-06-30 | $689k | 13k | 54.92 |
| 2018-03-31 | $509k | 9.3k | 54.92 |
| 2017-12-31 | $304k | 5.5k | 55.49 |