VA
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Valmark Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Valmark Advisers’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Sell
61,676
-1,381
-2% -$30.3K 0.02% 307
2025
Q4 		$1.32M Buy
63,057
+3,663
+6% +$77.7K 0.02% 307
2025
Q3 		$1.28M Sell
59,394
-1,383
-2% -$29.5K 0.02% 296
2025
Q2 		$1.29M Buy
60,777
+1,038
+2% +$21.7K 0.02% 290
2025
Q1 		$1.28M Sell
59,739
-5,100
-8% -$109K 0.02% 273
2024
Q4 		$1.37M Buy
64,839
+461
+0.7% +$10.3K 0.02% 264
2024
Q3 		$1.49M Sell
64,378
-233
-0.4% -$5.1K 0.02% 239
2024
Q2 		$1.29M Buy
64,611
+2,329
+4% +$45.4K 0.02% 242
2024
Q1 		$1.26M Buy
62,282
+1,523
+3% +$30.5K 0.02% 229
2023
Q4 		$1.26M Buy
60,759
+29
+0% +$539 0.02% 217
2023
Q3 		$1.08M Buy
60,730
+5,657
+10% +$109K 0.02% 211
2023
Q2 		$1.08M Buy
55,073
+4,160
+8% +$79.8K 0.02% 219
2023
Q1 		$993K Buy
50,913
+5,334
+12% +$107K 0.02% 225
2022
Q4 		$879K Sell
45,579
-5,067
-10% -$97.5K 0.02% 225
2022
Q3 		$947K Hold
50,646
– – 0.02% 196
2022
Q2 		$1.07M Sell
50,646
-591
-1% -$13.6K 0.02% 184
2022
Q1 		$1.27M Buy
51,237
+2,675
+6% +$64.6K 0.02% 176
2021
Q4 		$1.28M Sell
48,562
-778
-2% -$19.2K 0.02% 170
2021
Q3 		$1.13M Buy
49,340
+10,814
+28% +$258K 0.02% 176
2021
Q2 		$882K Buy
38,526
+16,566
+75% +$368K 0.02% 201
2021
Q1 		$451K Buy
+21,960
New +$430K 0.01% 285

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return