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Valmark Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Valmark Advisers’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.43M Buy
291,001
+2,758
+1% +$77.2K 0.09% 105
2026
Q1 		$7.23M Buy
288,243
+3,161
+1% +$82.9K 0.09% 104
2025
Q4 		$7.48M Sell
285,082
-3,973
-1% -$103K 0.09% 98
2025
Q3 		$7.43M Sell
289,055
-1,856
-0.6% -$45.9K 0.1% 94
2025
Q2 		$6.93M Buy
290,911
+2,151
+0.7% +$47.4K 0.1% 94
2025
Q1 		$6.22M Sell
288,760
-3,619
-1% -$82.3K 0.09% 96
2024
Q4 		$6.64M Sell
292,379
-7,543
-3% -$172K 0.1% 92
2024
Q3 		$6.65M Buy
299,922
+4,335
+1% +$92.6K 0.1% 88
2024
Q2 		$6.19M Buy
295,587
+4,653
+2% +$94.3K 0.11% 89
2024
Q1 		$5.92M Buy
290,934
+6,861
+2% +$133K 0.1% 87
2023
Q4 		$5.27M Buy
284,073
+7,737
+3% +$134K 0.1% 82
2023
Q3 		$4.59M Buy
276,336
+11,355
+4% +$197K 0.1% 81
2023
Q2 		$4.57M Buy
264,981
+3,159
+1% +$51.5K 0.09% 81
2023
Q1 		$4.18M Sell
261,822
-1,023
-0.4% -$16K 0.09% 78
2022
Q4 		$3.93M Buy
262,845
+1,338
+0.5% +$20.1K 0.09% 80
2022
Q3 		$3.66M Buy
261,507
+9,717
+4% +$151K 0.07% 76
2022
Q2 		$3.71M Buy
251,790
+6,039
+2% +$96.9K 0.07% 78
2022
Q1 		$4.37M Buy
245,751
+7,113
+3% +$125K 0.08% 75
2021
Q4 		$4.5M Buy
238,638
+2,418
+1% +$44.5K 0.08% 70
2021
Q3 		$4.09M Buy
236,220
+4,704
+2% +$83.7K 0.07% 72
2021
Q2 		$4.02M Buy
231,516
+2,868
+1% +$48.5K 0.07% 72
2021
Q1 		$3.69M Buy
228,648
+11,820
+5% +$186K 0.07% 72
2020
Q4 		$3.29M Buy
216,828
+2,118
+1% +$30.2K 0.07% 71
2020
Q3 		$2.85M Sell
214,710
-4,206
-2% -$55.3K 0.06% 75
2020
Q2 		$2.68M Buy
218,916
+10,728
+5% +$124K 0.06% 66
2020
Q1 		$2.1M Buy
208,188
+17,886
+9% +$216K 0.05% 66
2019
Q4 		$2.44M Buy
190,302
+462
+0.2% +$5.67K 0.05% 58
2019
Q3 		$2.25M Buy
189,840
+4,488
+2% +$53K 0.05% 62
2019
Q2 		$2.18M Buy
185,352
+3,672
+2% +$42.4K 0.05% 61
2019
Q1 		$2.06M Buy
181,680
+28,056
+18% +$306K 0.05% 57
2018
Q4 		$1.53M Buy
153,624
+8,634
+6% +$93.4K 0.04% 61
2018
Q3 		$1.7M Buy
144,990
+7,218
+5% +$83.2K 0.04% 54
2018
Q2 		$1.51M Buy
137,772
+11,088
+9% +$121K 0.03% 62
2018
Q1 		$1.35M Buy
126,684
+12,078
+11% +$133K 0.03% 63
2017
Q4 		$1.23M Buy
+114,606
New +$1.2M 0.03% 71

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Valmark Advisers's SCHB Position: Q2 2026 in Review

Valmark Advisers increased its Schwab US Broad Market ETF (SCHB) stake by 0.96% in Q2 2026, buying an estimated $77.2K and bringing the position to 291,001 shares worth $8.43M. The position accounts for 0.09% of the portfolio, ranked #105.

Valmark Advisers first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Valmark Advisers held 291,001 shares of Schwab US Broad Market ETF worth $8.43M as of Q2 2026.
  • Valmark Advisers bought 2,758 Schwab US Broad Market ETF shares in Q2 2026, an estimated $77.2K.
  • Schwab US Broad Market ETF made up 0.09% of Valmark Advisers's portfolio in Q2 2026, its #105 holding.
  • Valmark Advisers first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.