Valeo Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 28,191 shares of SCHF stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,191
Previous 28,821
2.19%
Holding current value
$1.08 Million
Previous $1.12 Million
2.14%
% of portfolio
0.03%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding SCHF
# of Institutions
1,162Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.41 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.05 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$2.96 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$2.93 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.74 Billion11.16% of portfolio