Schwab Strategic Tr cmn shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 45k | 26.07 |
| 2024-09-30 | $1.3M | 17k | 80.37 |
| 2024-06-30 | $1.2M | 17k | 74.08 |
| 2024-03-31 | $1.3M | 17k | 75.98 |
| 2023-12-31 | $1.2M | 17k | 70.10 |
| 2023-09-30 | $1.1M | 17k | 64.46 |
| 2023-06-30 | $1.2M | 18k | 67.09 |
| 2023-03-31 | $1.2M | 18k | 65.58 |
| 2022-12-31 | $1.2M | 18k | 66.02 |
| 2022-09-30 | $1.0M | 18k | 58.49 |
| 2022-06-30 | $1.1M | 18k | 62.43 |
| 2022-03-31 | $1.3M | 18k | 71.41 |
| 2021-12-31 | $1.3M | 17k | 73.20 |
| 2021-09-30 | $1.2M | 17k | 67.47 |
| 2021-06-30 | $1.2M | 17k | 68.36 |
| 2021-03-31 | $978k | 15k | 65.28 |
| 2020-12-31 | $802k | 14k | 59.53 |
| 2020-09-30 | $715k | 14k | 52.16 |
| 2020-06-30 | $687k | 14k | 50.11 |
| 2020-03-31 | $664k | 14k | 48.48 |
| 2019-12-31 | $815k | 14k | 60.10 |
| 2019-09-30 | $769k | 14k | 56.71 |
| 2019-06-30 | $761k | 14k | 56.12 |
| 2019-03-31 | $742k | 14k | 54.72 |
| 2018-12-31 | $663k | 14k | 49.28 |
| 2018-09-30 | $732k | 14k | 53.12 |
| 2018-06-30 | $759k | 14k | 55.08 |
| 2018-03-31 | $111k | 2.1k | 52.73 |
| 2017-12-31 | $156k | 2.9k | 54.56 |
| 2017-09-30 | $170k | 3.3k | 51.92 |