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Valmark Advisers, Inc.: SCHD position timeline

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

Valmark Advisers, Inc. held 2,632,336 SCHD 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 2,632,336 shares
    Change vs previous 13F -33,325 shares

    0.89% of the 13F portfolio, value $83,471,376.

    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 2,665,661 shares
    Change vs previous 13F +38,194 shares

    0.97% of the 13F portfolio, value $81,782,485.

    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 2,627,467 shares
    Change vs previous 13F -171,181 shares

    0.89% of the 13F portfolio, value $72,071,422.

    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 2,798,648 shares
    Change vs previous 13F +70,757 shares

    0.99% of the 13F portfolio, value $76,403,090.

    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 2,727,891 shares
    Change vs previous 13F +6,662 shares

    1.01% of the 13F portfolio, value $72,289,104.

    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 2,721,229 shares
    Change vs previous 13F -226,119 shares

    1.15% of the 13F portfolio, value $76,085,555.

    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 2,947,348 shares
    Change vs previous 13F +2,035,232 shares

    1.25% of the 13F portfolio, value $80,521,541.

    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 912,116 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $77,101,195.

    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).