VA
Valmark Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
206,127
+1,826
| +0.9% | +$44.6K | 0.07% | 111 |
|
|
2025
Q1 | $4.51M | Sell |
204,301
-4,242
| -2% | -$93.7K | 0.07% | 115 |
|
|
2024
Q4 | $4.83M | Buy |
208,543
+143,924
| +223% | +$3.34M | 0.07% | 108 |
|
|
2024
Q3 | $4.38M | Buy |
64,619
+3,733
| +6% | +$253K | 0.07% | 114 |
|
|
2024
Q2 | $3.91M | Sell |
60,886
-1,467
| -2% | -$94.3K | 0.07% | 113 |
|
|
2024
Q1 | $3.87M | Buy |
62,353
+536
| +0.9% | +$33.3K | 0.07% | 116 |
|
|
2023
Q4 | $3.49M | Buy |
61,817
+816
| +1% | +$46K | 0.07% | 115 |
|
|
2023
Q3 | $3.09M | Sell |
61,001
-1,551
| -2% | -$78.5K | 0.06% | 105 |
|
|
2023
Q2 | $3.28M | Buy |
62,552
+6,706
| +12% | +$351K | 0.07% | 103 |
|
|
2023
Q1 | $2.7M | Buy |
55,846
+4,692
| +9% | +$227K | 0.06% | 117 |
|
|
2022
Q4 | $2.31M | Sell |
51,154
-3,321
| -6% | -$150K | 0.05% | 127 |
|
|
2022
Q3 | $2.31M | Buy |
54,475
+381
| +0.7% | +$16.1K | 0.05% | 114 |
|
|
2022
Q2 | $2.42M | Buy |
54,094
+9,755
| +22% | +$436K | 0.05% | 108 |
|
|
2022
Q1 | $2.39M | Buy |
44,339
+22,650
| +104% | +$1.22M | 0.04% | 110 |
|
|
2021
Q4 | $2.47M | Sell |
21,689
-1,469
| -6% | -$167K | 0.04% | 105 |
|
|
2021
Q3 | $2.41M | Buy |
23,158
+1,467
| +7% | +$153K | 0.04% | 102 |
|
|
2021
Q2 | $2.26M | Buy |
21,691
+1,383
| +7% | +$144K | 0.04% | 107 |
|
|
2021
Q1 | $1.95M | Buy |
20,308
+1,312
| +7% | +$126K | 0.04% | 112 |
|
|
2020
Q4 | $1.73M | Buy |
18,996
+3,303
| +21% | +$300K | 0.04% | 112 |
|
|
2020
Q3 | $1.27M | Buy |
+15,693
| New | +$1.27M | 0.03% | 116 |
|