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Valmark Advisers’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Valmark Advisers’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,038
Closed -$441K – 621
2024
Q4 		$441K Sell
14,038
-4,242
-23% -$133K 0.01% 445
2024
Q3 		$640K Buy
+18,280
New +$640K 0.01% 375