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Valmark Advisers, Inc.: SCHR position timeline

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

Valmark Advisers, Inc. held 338,161 SCHR 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 338,161 shares
    Change vs previous 13F +220 shares

    0.09% of the 13F portfolio, value $8,339,041.

    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 337,941 shares
    Change vs previous 13F -68,616 shares

    0.1% of the 13F portfolio, value $8,418,122.

    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 406,557 shares
    Change vs previous 13F +74,294 shares

    0.13% of the 13F portfolio, value $10,196,441.

    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 332,263 shares
    Change vs previous 13F -5,279 shares

    0.11% of the 13F portfolio, value $8,349,763.

    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 337,542 shares
    Change vs previous 13F +26,848 shares

    0.12% of the 13F portfolio, value $8,448,674.

    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 310,694 shares
    Change vs previous 13F -6,897 shares

    0.12% of the 13F portfolio, value $7,723,852.

    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 317,591 shares
    Change vs previous 13F +242,067 shares

    0.12% of the 13F portfolio, value $7,714,281.

    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 75,524 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,821,494.

    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).