Schwab Strategic Tr us aggregate b shares owned by ValMark Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 60k | 47.52 |
| 2024-06-30 | $2.2M | 47k | 45.58 |
| 2024-03-31 | $1.7M | 38k | 46.00 |
| 2023-12-31 | $1.7M | 36k | 46.62 |
| 2023-09-30 | $1.3M | 30k | 44.23 |
| 2023-06-30 | $1.3M | 27k | 46.16 |
| 2023-03-31 | $1.2M | 25k | 46.91 |
| 2022-12-31 | $946k | 21k | 45.65 |
| 2022-09-30 | $619k | 14k | 45.31 |
| 2022-06-30 | $585k | 12k | 47.88 |
| 2022-03-31 | $318k | 6.3k | 50.60 |
| 2021-12-31 | $251k | 4.7k | 53.93 |
| 2021-09-30 | $210k | 3.9k | 54.32 |
| 2013-03-31 | $288k | 5.5k | 52.32 |
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