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Schwab Strategic Tr us lrg cap etf shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 44k 56.40
2023-09-30 $2.4M 47k 50.60
2023-06-30 $2.3M 45k 52.37
2023-03-31 $2.1M 43k 48.37
2022-12-31 $1.9M 42k 45.15
2022-09-30 $1.8M 42k 42.34
2022-06-30 $1.9M 43k 44.66
2022-03-31 $3.0M 55k 53.85
2021-12-31 $3.2M 28k 113.83
2021-09-30 $2.9M 28k 104.04
2021-06-30 $2.8M 27k 103.97
2021-03-31 $2.6M 27k 96.02
2020-12-31 $2.4M 27k 90.95
2020-09-30 $2.1M 26k 80.63
2020-06-30 $914k 12k 74.10
2020-03-31 $761k 12k 66.19
2019-12-31 $876k 11k 76.79
2019-09-30 $750k 11k 70.89
2019-06-30 $763k 11k 70.21
2019-03-31 $630k 9.3k 67.56
2018-12-31 $469k 7.9k 59.68
2018-09-30 $522k 8.1k 64.69
2018-06-30 $572k 8.5k 67.60
2018-03-31 $116k 1.8k 63.15
2017-12-31 $115k 1.8k 64.03
2017-09-30 $30k 492 60.98