Charles Schwab Corporation shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 37k | 95.47 |
| 2025-06-30 | $5.0M | 1.5M | 3.28 |
| 2025-03-31 | $3.0M | 39k | 78.28 |
| 2024-12-31 | $2.9M | 39k | 74.01 |
| 2024-09-30 | $2.5M | 38k | 64.80 |
| 2024-06-30 | $2.8M | 39k | 73.69 |
| 2024-03-31 | $2.9M | 39k | 75.19 |
| 2023-12-31 | $3.4M | 49k | 68.80 |
| 2023-09-30 | $2.5M | 46k | 54.90 |
| 2023-06-30 | $2.5M | 45k | 56.68 |
| 2023-03-31 | $2.1M | 39k | 52.38 |
| 2022-12-31 | $1.5M | 18k | 83.26 |
| 2022-09-30 | $1.3M | 19k | 71.89 |
| 2022-06-30 | $940k | 15k | 63.20 |
| 2022-03-31 | $1.9M | 23k | 84.32 |
| 2021-12-31 | $1.9M | 23k | 84.11 |
| 2021-09-30 | $1.6M | 22k | 72.84 |
| 2021-03-31 | $63k | 964 | 65.35 |
| 2020-12-31 | $55k | 1.0k | 52.63 |
| 2020-09-30 | $36k | 1.0k | 35.82 |
| 2020-06-30 | $56k | 1.7k | 33.55 |
| 2020-03-31 | $115k | 3.1k | 36.58 |
| 2019-12-31 | $226k | 4.7k | 47.63 |
| 2019-09-30 | $306k | 7.3k | 41.77 |
| 2019-06-30 | $1.8M | 45k | 40.18 |
| 2019-03-31 | $1.8M | 43k | 42.77 |
| 2018-12-31 | $853k | 21k | 41.52 |
| 2018-09-30 | $672k | 15k | 46.23 |
| 2018-06-30 | $468k | 9.3k | 50.08 |
| 2018-03-31 | $487k | 9.3k | 52.22 |
| 2017-12-31 | $501k | 9.8k | 51.32 |
| 2017-09-30 | $293k | 6.7k | 43.79 |