Schwab Strategic Tr us lrg cap etf shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 62k | 56.40 |
| 2023-09-30 | $3.1M | 61k | 50.60 |
| 2023-06-30 | $3.3M | 63k | 52.37 |
| 2023-03-31 | $2.7M | 56k | 48.37 |
| 2022-12-31 | $2.3M | 51k | 45.15 |
| 2022-09-30 | $2.3M | 55k | 42.35 |
| 2022-06-30 | $2.4M | 54k | 44.66 |
| 2022-03-31 | $2.4M | 44k | 53.86 |
| 2021-12-31 | $2.5M | 22k | 113.84 |
| 2021-09-30 | $2.4M | 23k | 104.02 |
| 2021-06-30 | $2.3M | 22k | 103.96 |
| 2021-03-31 | $2.0M | 20k | 96.02 |
| 2020-12-31 | $1.7M | 19k | 90.97 |
| 2020-09-30 | $1.3M | 16k | 80.61 |
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