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Valmark Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valmark Advisers’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.37M Buy
216,555
+39
+0% +$1.11K 0.07% 133
2026
Q1 		$5.55M Sell
216,516
-667
-0.3% -$17.9K 0.07% 125
2025
Q4 		$5.84M Sell
217,183
-360
-0.2% -$9.61K 0.07% 119
2025
Q3 		$5.73M Buy
217,543
+11,416
+6% +$290K 0.07% 112
2025
Q2 		$5.04M Buy
206,127
+1,826
+0.9% +$41.3K 0.07% 111
2025
Q1 		$4.51M Sell
204,301
-4,242
-2% -$98.8K 0.07% 115
2024
Q4 		$4.83M Buy
208,543
+14,686
+8% +$342K 0.07% 109
2024
Q3 		$4.38M Buy
193,857
+11,199
+6% +$244K 0.07% 115
2024
Q2 		$3.91M Sell
182,658
-4,401
-2% -$90.9K 0.07% 114
2024
Q1 		$3.87M Buy
187,059
+1,608
+0.9% +$31.7K 0.07% 117
2023
Q4 		$3.49M Buy
185,451
+2,448
+1% +$43K 0.07% 115
2023
Q3 		$3.09M Sell
183,003
-4,653
-2% -$81.6K 0.06% 105
2023
Q2 		$3.28M Buy
187,656
+20,118
+12% +$332K 0.07% 103
2023
Q1 		$2.7M Buy
167,538
+14,076
+9% +$222K 0.06% 117
2022
Q4 		$2.31M Sell
153,462
-9,963
-6% -$151K 0.05% 127
2022
Q3 		$2.31M Buy
163,425
+1,143
+0.7% +$17.9K 0.05% 114
2022
Q2 		$2.42M Buy
162,282
+29,265
+22% +$474K 0.05% 108
2022
Q1 		$2.39M Buy
133,017
+2,883
+2% +$51K 0.04% 110
2021
Q4 		$2.47M Sell
130,134
-8,814
-6% -$163K 0.04% 106
2021
Q3 		$2.41M Buy
138,948
+8,802
+7% +$157K 0.04% 103
2021
Q2 		$2.25M Buy
130,146
+8,298
+7% +$140K 0.04% 108
2021
Q1 		$1.95M Buy
121,848
+7,872
+7% +$123K 0.04% 114
2020
Q4 		$1.73M Buy
113,976
+19,818
+21% +$284K 0.04% 114
2020
Q3 		$1.26M Buy
+94,158
New +$1.25M 0.03% 117

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Valmark Advisers's SCHX Position: Q2 2026 in Review

Valmark Advisers increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $1.11K and bringing the position to 216,555 shares worth $6.37M. The position accounts for 0.07% of the portfolio, ranked #133.

Valmark Advisers first reported a position in SCHX in Q3 2020 and has held it in 24 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Valmark Advisers held 216,555 shares of Schwab US Large- Cap ETF worth $6.37M as of Q2 2026.
  • Valmark Advisers bought 39 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.11K.
  • Schwab US Large- Cap ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #133 holding.
  • Valmark Advisers first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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