Schwab Strategic Tr us dividend eq shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 116k | 27.30 |
| 2025-06-30 | $2.6M | 98k | 26.50 |
| 2025-03-31 | $2.6M | 92k | 27.96 |
| 2024-12-31 | $1.9M | 71k | 27.32 |
| 2024-09-30 | $1.0M | 12k | 84.53 |
| 2024-06-30 | $790k | 10k | 77.76 |
| 2024-03-31 | $808k | 10k | 80.63 |
| 2023-12-31 | $695k | 9.1k | 76.13 |
| 2023-09-30 | $767k | 11k | 70.76 |
| 2023-06-30 | $439k | 6.0k | 72.62 |
| 2023-03-31 | $745k | 10k | 73.16 |
| 2022-12-31 | $309k | 4.1k | 75.53 |
| 2022-09-30 | $318k | 4.8k | 66.51 |
| 2022-06-30 | $344k | 4.8k | 71.71 |
| 2022-03-31 | $939k | 12k | 78.91 |
| 2021-12-31 | $672k | 8.3k | 80.87 |
| 2021-09-30 | $479k | 6.5k | 74.26 |
| 2021-06-30 | $487k | 6.4k | 75.62 |
| 2021-03-31 | $476k | 6.5k | 72.88 |
| 2020-12-31 | $415k | 6.5k | 64.16 |
| 2020-09-30 | $111k | 2.0k | 55.22 |
| 2020-06-30 | $103k | 2.0k | 51.55 |
| 2020-03-31 | $97k | 2.0k | 48.74 |
| 2019-12-31 | $115k | 2.0k | 57.91 |
| 2019-09-30 | $86k | 1.6k | 54.81 |
| 2019-06-30 | $82k | 1.6k | 52.90 |
| 2019-03-31 | $22k | 419 | 52.51 |
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