Schwab U S Small Cap ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 63k | 23.49 |
| 2025-06-30 | $1.3M | 61k | 21.20 |
| 2025-03-31 | $528k | 23k | 23.43 |
| 2024-12-31 | $585k | 23k | 25.86 |
| 2024-09-30 | $684k | 13k | 51.50 |
| 2024-06-30 | $459k | 9.7k | 47.45 |
| 2024-03-31 | $441k | 9.5k | 46.60 |
| 2023-12-31 | $536k | 11k | 47.24 |
| 2023-09-30 | $471k | 11k | 41.42 |
| 2023-06-30 | $521k | 12k | 43.80 |
| 2023-03-31 | $542k | 13k | 41.93 |
| 2022-12-31 | $506k | 13k | 40.51 |
| 2022-09-30 | $484k | 13k | 37.83 |
| 2022-06-30 | $499k | 13k | 38.98 |
| 2022-03-31 | $1.1M | 22k | 47.75 |
| 2021-12-31 | $1.2M | 11k | 102.41 |
| 2021-09-30 | $765k | 7.6k | 100.12 |
| 2021-06-30 | $790k | 7.6k | 104.15 |
| 2021-03-31 | $731k | 7.3k | 99.69 |
| 2020-12-31 | $650k | 7.3k | 89.05 |
| 2020-09-30 | $525k | 7.7k | 68.38 |
| 2020-06-30 | $110k | 1.7k | 65.55 |
| 2020-03-31 | $58k | 1.0k | 56.09 |
| 2019-12-31 | $214k | 2.8k | 75.62 |
| 2019-09-30 | $221k | 3.2k | 69.83 |
| 2019-06-30 | $212k | 3.0k | 71.62 |
| 2019-03-31 | $96k | 1.4k | 69.67 |
| 2018-12-31 | $104k | 1.7k | 60.50 |
| 2018-09-30 | $110k | 1.6k | 68.37 |
| 2018-06-30 | $153k | 2.0k | 75.30 |
| 2018-03-31 | $1.0k | 16 | 62.50 |
| 2017-12-31 | $25k | 362 | 69.06 |
| 2017-09-30 | $18k | 262 | 68.70 |