VA
Valmark Advisers’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
112,195
-4,882
| -4% | -$113K | 0.04% | 183 |
|
|
2025
Q1 | $2.71M | Sell |
117,077
-24,006
| -17% | -$556K | 0.04% | 165 |
|
|
2024
Q4 | $3.2M | Buy |
141,083
+81,433
| +137% | +$1.85M | 0.05% | 144 |
|
|
2024
Q3 | $2.83M | Buy |
59,650
+12,422
| +26% | +$590K | 0.04% | 147 |
|
|
2024
Q2 | $2.15M | Buy |
47,228
+9,212
| +24% | +$420K | 0.04% | 167 |
|
|
2024
Q1 | $1.75M | Buy |
38,016
+1,617
| +4% | +$74.4K | 0.03% | 187 |
|
|
2023
Q4 | $1.7M | Buy |
36,399
+6,087
| +20% | +$284K | 0.03% | 184 |
|
|
2023
Q3 | $1.34M | Buy |
30,312
+3,019
| +11% | +$134K | 0.03% | 187 |
|
|
2023
Q2 | $1.26M | Buy |
27,293
+2,490
| +10% | +$115K | 0.03% | 194 |
|
|
2023
Q1 | $1.16M | Buy |
24,803
+4,075
| +20% | +$191K | 0.03% | 202 |
|
|
2022
Q4 | $946K | Buy |
20,728
+7,066
| +52% | +$323K | 0.02% | 218 |
|
|
2022
Q3 | $619K | Buy |
13,662
+1,443
| +12% | +$65.4K | 0.01% | 255 |
|
|
2022
Q2 | $585K | Buy |
12,219
+5,935
| +94% | +$284K | 0.01% | 270 |
|
|
2022
Q1 | $318K | Buy |
6,284
+1,630
| +35% | +$82.5K | 0.01% | 361 |
|
|
2021
Q4 | $251K | Buy |
4,654
+788
| +20% | +$42.5K | ﹤0.01% | 370 |
|
|
2021
Q3 | $210K | Buy |
+3,866
| New | +$210K | ﹤0.01% | 373 |
|