Valeo Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 28, 2022
SELL
$70.66 - $80.89 $238,477 - $273,003
-3,375 Closed
0 $0
Q4 2021

Jan 07, 2022
BUY
$76.01 - $83.39 $256,533 - $281,441
3,375 New
3,375 $271,000
Q2 2021

Jul 22, 2021
SELL
$74.64 - $79.12 $138,531 - $146,846
-1,856 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$67.07 - $76.85 $89,404 - $102,441
1,333 Added 254.88%
1,856 $138,000
Q4 2020

Feb 11, 2021
SELL
$55.93 - $68.45 $7,270 - $8,898
-130 Reduced 19.91%
523 $36,000
Q3 2020

Oct 28, 2020
SELL
$51.99 - $58.83 $21,575 - $24,414
-415 Reduced 38.86%
653 $36,000
Q2 2020

Jul 20, 2020
BUY
$39.01 - $57.03 $16,189 - $23,667
415 Added 63.55%
1,068 $56,000
Q1 2020

Apr 13, 2020
SELL
$35.83 - $62.24 $55,715 - $96,783
-1,555 Reduced 70.43%
653 $30,000
Q2 2019

Jul 10, 2019
BUY
N/A
45 Added 2.08%
2,208 $126,000
Q1 2019

Apr 12, 2019
SELL
N/A
-996 Reduced 31.53%
2,163 $120,000
Q4 2018

Jan 30, 2019
BUY
N/A
43 Added 1.38%
3,159 $151,000
Q3 2018

Nov 01, 2018
SELL
N/A
-650 Reduced 17.26%
3,116 $164,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,646 Added 77.64%
3,766 $212,000
Q1 2018

Apr 12, 2018
SELL
N/A
-445 Reduced 17.35%
2,120 $112,000
Q3 2017

Nov 14, 2017
BUY
N/A
2,565
2,565 $129,000

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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