VA
Valmark Advisers’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
136,723
+5,375
| +4% | +$229K | 0.08% | 106 |
|
|
2025
Q1 | $4.71M | Sell |
131,348
-2,585
| -2% | -$92.8K | 0.07% | 111 |
|
|
2024
Q4 | $4.6M | Sell |
133,933
-7,096
| -5% | -$244K | 0.07% | 113 |
|
|
2024
Q3 | $5.43M | Sell |
141,029
-4,222
| -3% | -$163K | 0.08% | 94 |
|
|
2024
Q2 | $5.17M | Sell |
145,251
-50,642
| -26% | -$1.8M | 0.09% | 96 |
|
|
2024
Q1 | $7.01M | Sell |
195,893
-227
| -0.1% | -$8.13K | 0.12% | 74 |
|
|
2023
Q4 | $6.84M | Buy |
196,120
+10,135
| +5% | +$354K | 0.13% | 70 |
|
|
2023
Q3 | $6M | Buy |
185,985
+3,663
| +2% | +$118K | 0.12% | 68 |
|
|
2023
Q2 | $6.16M | Buy |
182,322
+126,261
| +225% | +$4.26M | 0.13% | 67 |
|
|
2023
Q1 | $1.89M | Buy |
56,061
+15,679
| +39% | +$529K | 0.04% | 148 |
|
|
2022
Q4 | $1.27M | Buy |
40,382
+15,570
| +63% | +$490K | 0.03% | 183 |
|
|
2022
Q3 | $689K | Buy |
+24,812
| New | +$689K | 0.01% | 236 |
|