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Valmark Advisers, Inc.: SCHF position timeline

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

Valmark Advisers, Inc. held 233,987 SCHF 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 233,987 shares
    Change vs previous 13F +6,756 shares

    0.07% of the 13F portfolio, value $6,481,440.

    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 227,231 shares
    Change vs previous 13F -191,141 shares

    0.07% of the 13F portfolio, value $5,623,970.

    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 418,372 shares
    Change vs previous 13F +8,395 shares

    0.12% of the 13F portfolio, value $10,057,664.

    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 409,977 shares
    Change vs previous 13F +154,411 shares

    0.12% of the 13F portfolio, value $9,544,256.

    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 255,566 shares
    Change vs previous 13F +64,466 shares

    0.08% of the 13F portfolio, value $5,648,001.

    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 191,100 shares
    Change vs previous 13F -481 shares

    0.06% of the 13F portfolio, value $3,779,955.

    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 191,581 shares
    Change vs previous 13F +37,097 shares

    0.05% of the 13F portfolio, value $3,544,240.

    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 154,484 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,352,384.

    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).