Schwab Strategic Tr intrm trm shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 78k | 49.72 |
| 2023-09-30 | $3.1M | 64k | 47.94 |
| 2023-06-30 | $3.1M | 64k | 49.28 |
| 2023-03-31 | $3.1M | 62k | 50.43 |
| 2022-12-31 | $2.7M | 56k | 49.23 |
| 2022-09-30 | $2.1M | 42k | 49.14 |
| 2022-06-30 | $2.1M | 40k | 51.61 |
| 2022-03-31 | $2.1M | 39k | 53.26 |
| 2021-12-31 | $2.2M | 40k | 56.15 |
| 2021-09-30 | $2.2M | 39k | 56.70 |
| 2021-06-30 | $2.0M | 35k | 56.86 |
| 2021-03-31 | $2.0M | 35k | 56.40 |
| 2020-12-31 | $2.3M | 40k | 58.22 |
| 2020-09-30 | $2.0M | 35k | 58.69 |
| 2020-06-30 | $1.3M | 22k | 58.79 |
| 2020-03-31 | $2.4M | 41k | 58.79 |
| 2019-12-31 | $443k | 8.1k | 54.89 |
| 2019-09-30 | $450k | 8.1k | 55.62 |
| 2019-06-30 | $438k | 8.0k | 54.96 |
| 2019-03-31 | $433k | 8.0k | 53.80 |
| 2018-12-31 | $429k | 8.1k | 52.89 |
| 2018-09-30 | $417k | 8.1k | 51.79 |
| 2018-06-30 | $389k | 7.4k | 52.31 |
| 2018-03-31 | $269k | 5.1k | 52.62 |
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