Valmark Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.68M | Buy |
129,475
+763
| +0.6% | +$25.2K | 0.05% | 162 |
|
|
2026
Q1 | $3.74M | Buy |
128,712
+3,301
| +3% | +$98.9K | 0.04% | 168 |
|
|
2025
Q4 | $3.57M | Sell |
125,411
-4,060
| -3% | -$115K | 0.04% | 166 |
|
|
2025
Q3 | $3.61M | Buy |
129,471
+4,874
| +4% | +$130K | 0.05% | 151 |
|
|
2025
Q2 | $3.15M | Buy |
124,597
+41
| +0% | +$969 | 0.04% | 161 |
|
|
2025
Q1 | $2.92M | Buy |
124,556
+3,218
| +3% | +$82K | 0.04% | 154 |
|
|
2024
Q4 | $3.14M | Buy |
121,338
+7,486
| +7% | +$199K | 0.05% | 147 |
|
|
2024
Q3 | $2.93M | Sell |
113,852
-1,298
| -1% | -$32.2K | 0.05% | 145 |
|
|
2024
Q2 | $2.73M | Sell |
115,150
-138,078
| -55% | -$3.27M | 0.05% | 145 |
|
|
2024
Q1 | $6.23M | Buy |
253,228
+2,420
| +1% | +$56.7K | 0.11% | 83 |
|
|
2023
Q4 | $5.92M | Buy |
250,808
+5,466
| +2% | +$115K | 0.11% | 76 |
|
|
2023
Q3 | $5.08M | Buy |
245,342
+1,668
| +0.7% | +$36.6K | 0.11% | 76 |
|
|
2023
Q2 | $5.34M | Buy |
243,674
+11,814
| +5% | +$246K | 0.11% | 73 |
|
|
2023
Q1 | $4.86M | Buy |
231,860
+12,362
| +6% | +$266K | 0.1% | 73 |
|
|
2022
Q4 | $4.45M | Sell |
219,498
-8,516
| -4% | -$175K | 0.1% | 75 |
|
|
2022
Q3 | $4.31M | Buy |
228,014
+2,046
| +0.9% | +$42.8K | 0.09% | 68 |
|
|
2022
Q2 | $4.41M | Buy |
225,968
+15,184
| +7% | +$325K | 0.09% | 67 |
|
|
2022
Q1 | $4.99M | Buy |
210,784
+4,420
| +2% | +$104K | 0.09% | 69 |
|
|
2021
Q4 | $5.28M | Buy |
206,364
+600
| +0.3% | +$15.5K | 0.09% | 65 |
|
|
2021
Q3 | $5.15M | Buy |
205,764
+14,012
| +7% | +$356K | 0.09% | 61 |
|
|
2021
Q2 | $4.99M | Buy |
191,752
+12,332
| +7% | +$315K | 0.09% | 61 |
|
|
2021
Q1 | $4.47M | Buy |
179,420
+8,912
| +5% | +$219K | 0.09% | 60 |
|
|
2020
Q4 | $3.79M | Buy |
170,508
+20,204
| +13% | +$402K | 0.08% | 64 |
|
|
2020
Q3 | $2.57M | Buy |
150,304
+27,068
| +22% | +$466K | 0.06% | 80 |
|
|
2020
Q2 | $2.01M | Buy |
123,236
+13,960
| +13% | +$209K | 0.05% | 80 |
|
|
2020
Q1 | $1.41M | Buy |
109,276
+5,680
| +5% | +$96.5K | 0.04% | 80 |
|
|
2019
Q4 | $1.96M | Buy |
103,596
+3,792
| +4% | +$68.6K | 0.04% | 67 |
|
|
2019
Q3 | $1.74M | Buy |
99,804
+7,020
| +8% | +$124K | 0.04% | 71 |
|
|
2019
Q2 | $1.66M | Buy |
92,784
+3,808
| +4% | +$67.3K | 0.04% | 72 |
|
|
2019
Q1 | $1.56M | Buy |
88,976
+16,660
| +23% | +$285K | 0.03% | 69 |
|
|
2018
Q4 | $1.1M | Buy |
72,316
+7,292
| +11% | +$123K | 0.03% | 79 |
|
|
2018
Q3 | $1.24M | Buy |
65,024
+3,292
| +5% | +$62.8K | 0.03% | 67 |
|
|
2018
Q2 | $1.14M | Buy |
61,732
+5,180
| +9% | +$93.7K | 0.03% | 72 |
|
|
2018
Q1 | $977K | Buy |
56,552
+5,400
| +11% | +$95.2K | 0.02% | 77 |
|
|
2017
Q4 | $892K | Buy |
+51,152
| New | +$876K | 0.02% | 83 |
|
Other funds holding SCHA
AA
Valmark Advisers's SCHA Position: Q2 2026 in Review
Valmark Advisers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.59% in Q2 2026, buying an estimated $25.2K and bringing the position to 129,475 shares worth $4.68M. The position accounts for 0.05% of the portfolio, ranked #162.
Valmark Advisers first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.23M in Q1 2024. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Valmark Advisers held 129,475 shares of Schwab U.S Small- Cap ETF worth $4.68M as of Q2 2026.
- Valmark Advisers bought 763 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $25.2K.
- Schwab U.S Small- Cap ETF made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #162 holding.
- Valmark Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Schwab U.S Small- Cap ETF position peaked at $6.23M in Q1 2024.
- 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.