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Valmark Advisers, Inc.: SCHO position timeline

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

Valmark Advisers, Inc. held 90,718 SCHO 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 90,718 shares
    Change vs previous 13F -13,322 shares

    0.02% of the 13F portfolio, value $2,189,933.

    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 104,040 shares
    Change vs previous 13F +21,059 shares

    0.03% of the 13F portfolio, value $2,525,051.

    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 82,981 shares
    Change vs previous 13F +18,811 shares

    0.02% of the 13F portfolio, value $2,022,247.

    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 64,170 shares
    Change vs previous 13F -804 shares

    0.02% of the 13F portfolio, value $1,565,748.

    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 64,974 shares
    Change vs previous 13F -10,671 shares

    0.02% of the 13F portfolio, value $1,584,066.

    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 75,645 shares
    Change vs previous 13F -6,455 shares

    0.03% of the 13F portfolio, value $1,841,199.

    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 82,100 shares
    Change vs previous 13F +50,962 shares

    0.03% of the 13F portfolio, value $1,975,326.

    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 31,138 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,525,139.

    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).