Valmark Advisers, Inc.

Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF

CIK 1380443 AKRON, OH

All Filings in SCHJ

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SCHJ	$1,399,014	56,583	+4.5%	Shares	Sole	2026-05-01
2025-12-31 SCHJ	$1,348,509	54,157	+20.8%	Shares	Sole	2026-01-26
2025-09-30 SCHJ	$1,118,334	44,832	-0.4%	Shares	Sole	2025-10-24
2025-06-30 SCHJ	$1,117,268	45,033	0.0%	Shares	Sole	2025-07-23
2025-03-31 SCHJ	$1,109,613	45,033	0.0%	Shares	Sole	2025-04-23
2024-12-31 SCHJ	$1,097,679	45,033	+100.6%	Shares	Sole	2025-01-30
2024-09-30 SCHJ	—	22,452	-4.9%	Shares	Sole	2024-10-25
2024-06-30 SCHJ	—	23,620	-4.1%	Shares	Sole	2024-08-01
2024-03-31 SCHJ	—	24,628	-1.3%	Shares	Sole	2024-05-06
2023-12-31 SCHJ	—	24,940	+3.4%	Shares	Sole	2024-02-02
2023-09-30 SCHJ	—	24,124	0.0%	Shares	Sole	2023-11-08
2023-06-30 SCHJ	—	24,124	+0.4%	Shares	Sole	2023-08-03
2023-03-31 SCHJ	—	24,039	+2.8%	Shares	Sole	2023-05-02
2022-12-31 SCHJ	—	23,384	+7.1%	Shares	Sole	2023-02-07
2022-09-30 SCHJ	—	21,841	+9.5%	Shares	Sole	2022-11-03
2022-06-30 SCHJ	—	19,947	+78.4%	Shares	Sole	2022-08-01
2022-03-31 SCHJ	—	11,181	+42.9%	Shares	Sole	2022-05-10
2021-12-31 SCHJ	—	7,823	+89.2%	Shares	Sole	2022-02-02
2020-12-31 SCHJ	—	4,134	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.