Valeo Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Valeo Financial Advisors, LLC

  • $3.49 Billion
  • Q2 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 28, 2020
SELL
$16.99 - $18.73 $9,361 - $10,320
-551 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$14.77 - $20.35 $102,193 - $140,801
-6,919 Reduced 92.62%
551 $19,000
Q1 2020

Apr 13, 2020
SELL
$13.54 - $24.27 $2,058 - $3,689
-152 Reduced 1.99%
7,470 $274,000
Q4 2019

Jan 24, 2020
BUY
$22.24 - $24.07 $161,773 - $175,085
7,274 Added 2090.23%
7,622 $350,000
Q3 2019

Oct 15, 2019
BUY
$23.18 - $23.61 $4,983 - $5,076
215 Added 161.65%
348 $16,000
Q2 2019

Jul 10, 2019
SELL
N/A
-396 Reduced 74.86%
133 $6,000
Q1 2019

Apr 12, 2019
BUY
N/A
382 Added 259.86%
529 $24,000
Q4 2018

Jan 30, 2019
BUY
N/A
2 Added 1.38%
147 $6,000
Q3 2018

Nov 01, 2018
BUY
N/A
1 Added 0.69%
145 $6,000
Q2 2018

Aug 14, 2018
SELL
N/A
-9 Reduced 5.88%
144 $6,000
Q1 2018

Apr 12, 2018
SELL
N/A
-103 Reduced 40.23%
153 $6,000
Q4 2017

Feb 09, 2018
BUY
N/A
256
256 $11,000

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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