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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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