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Valmark Advisers, Inc.: SCHZ position timeline

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

Valmark Advisers, Inc. held 104,017 SCHZ 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 104,017 shares
    Change vs previous 13F -6,179 shares

    0.03% of the 13F portfolio, value $2,405,904.

    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 110,196 shares
    Change vs previous 13F -11,572 shares

    0.03% of the 13F portfolio, value $2,558,751.

    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 121,768 shares
    Change vs previous 13F +10,350 shares

    0.04% of the 13F portfolio, value $2,845,724.

    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 111,418 shares
    Change vs previous 13F -777 shares

    0.03% of the 13F portfolio, value $2,614,975.

    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 112,195 shares
    Change vs previous 13F -4,882 shares

    0.04% of the 13F portfolio, value $2,607,414.

    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 117,077 shares
    Change vs previous 13F -24,006 shares

    0.04% of the 13F portfolio, value $2,711,501.

    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 141,083 shares
    Change vs previous 13F +81,433 shares

    0.05% of the 13F portfolio, value $3,202,591.

    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 59,650 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,834,546.

    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).