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Valmark Advisers, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 129,475 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,475 shares
    Change vs previous 13F +763 shares

    0.05% of the 13F portfolio, value $4,677,948.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 128,712 shares
    Change vs previous 13F +3,301 shares

    0.04% of the 13F portfolio, value $3,742,956.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,411 shares
    Change vs previous 13F -4,060 shares

    0.04% of the 13F portfolio, value $3,571,695.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 129,471 shares
    Change vs previous 13F +4,874 shares

    0.05% of the 13F portfolio, value $3,612,230.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 124,597 shares
    Change vs previous 13F +41 shares

    0.04% of the 13F portfolio, value $3,152,304.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 124,556 shares
    Change vs previous 13F +3,218 shares

    0.04% of the 13F portfolio, value $2,918,347.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 121,338 shares
    Change vs previous 13F +64,412 shares

    0.05% of the 13F portfolio, value $3,137,801.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,926 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,931,689.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).