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Valmark boosted its stake in Schwab’s international equity ETF by 60% in Q3 2025, now holding $9.5 million.
Valmark Advisers Inc. significantly increased its stake in the Schwab International Equity ETF (SCHF) by 60.4% during the third quarter of 2025, acquiring 154,411 shares and bringing its total to 409,977, valued at about $9.5 million.
The firm’s holdings made SCHF its 23rd largest position, with the ETF tracking international equities and having a market cap of $57.12 billion.
Meanwhile, Steele Capital Management Inc. held $63.06 million in the Schwab U.S. Small-Cap ETF (SCHA), representing 2.8% of its portfolio, after selling a small number of shares.
SCHA, which tracks small-cap U.S. stocks, had a market cap of $20.73 billion and traded at $30.11.
Other firms also adjusted their positions in various Schwab ETFs during the quarter.
Valmark aumentó su participación en el ETF de acciones internacionales de Schwab en un 60% en el tercer trimestre de 2025, y ahora posee $ 9.5 millones.