Valeo Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 9,951 shares of SCHD stock, worth $773,789. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,951
Previous 10,017 0.66%
Holding current value
$773,789
Previous $807,000 0.62%
% of portfolio
0.02%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $4,966 - $5,321
-66 Reduced 0.66%
9,951 $802,000
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $66,671 - $71,438
886 Added 9.7%
10,017 $807,000
Q4 2023

Jan 29, 2024
SELL
$66.9 - $76.32 $114,465 - $130,583
-1,711 Reduced 15.78%
9,131 $695,000
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $339,165 - $363,319
4,802 Added 79.5%
10,842 $767,000
Q2 2023

Jul 14, 2023
SELL
$69.18 - $73.94 $286,128 - $305,815
-4,136 Reduced 40.64%
6,040 $438,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $427,442 - $474,578
6,082 Added 148.56%
10,176 $744,000
Q4 2022

Feb 09, 2023
SELL
$73.08 - $79.06 $50,205 - $54,314
-687 Reduced 14.37%
4,094 $309,000
Q3 2022

Oct 31, 2022
SELL
N/A
-16 Reduced 0.33%
4,781 $318,000
Q2 2022

Aug 03, 2022
SELL
N/A
-7,102 Reduced 59.69%
4,797 $344,000
Q1 2022

Apr 28, 2022
BUY
N/A
3,589 Added 43.19%
11,899 $939,000
Q4 2021

Jan 07, 2022
BUY
N/A
1,860 Added 28.84%
8,310 $672,000
Q3 2021

Nov 02, 2021
BUY
N/A
10 Added 0.16%
6,450 $479,000
Q2 2021

Jul 22, 2021
SELL
N/A
-91 Reduced 1.39%
6,440 $487,000
Q1 2021

Apr 12, 2021
BUY
N/A
63 Added 0.97%
6,531 $476,000
Q4 2020

Feb 11, 2021
BUY
N/A
4,458 Added 221.79%
6,468 $415,000
Q3 2020

Oct 28, 2020
BUY
N/A
12 Added 0.6%
2,010 $111,000
Q2 2020

Jul 20, 2020
BUY
N/A
8 Added 0.4%
1,998 $103,000
Q1 2020

Apr 13, 2020
BUY
N/A
4 Added 0.2%
1,990 $97,000
Q4 2019

Jan 24, 2020
BUY
N/A
417 Added 26.58%
1,986 $115,000
Q3 2019

Oct 15, 2019
BUY
N/A
19 Added 1.23%
1,569 $86,000
Q2 2019

Jul 10, 2019
BUY
N/A
1,131 Added 269.93%
1,550 $82,000
Q1 2019

Apr 12, 2019
BUY
N/A
419 New
419 $22,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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