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Valmark Advisers, Inc.: SCHP position timeline

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

Valmark Advisers, Inc. held 236,754 SCHP 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 236,754 shares
    Change vs previous 13F +6,421 shares

    0.07% of the 13F portfolio, value $6,273,974.

    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 230,333 shares
    Change vs previous 13F +7,290 shares

    0.07% of the 13F portfolio, value $6,129,159.

    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 223,043 shares
    Change vs previous 13F +969 shares

    0.07% of the 13F portfolio, value $5,908,413.

    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 222,074 shares
    Change vs previous 13F +3,405 shares

    0.08% of the 13F portfolio, value $5,984,903.

    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 218,669 shares
    Change vs previous 13F -4,047 shares

    0.08% of the 13F portfolio, value $5,834,099.

    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 222,716 shares
    Change vs previous 13F -7,553 shares

    0.09% of the 13F portfolio, value $5,988,829.

    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 230,269 shares
    Change vs previous 13F +110,910 shares

    0.09% of the 13F portfolio, value $5,947,843.

    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 119,359 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,401,241.

    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).