Valeo Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 16,579 shares of SCHV stock, worth $1.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,579
Previous 16,579 -0.0%
Holding current value
$1.23 Million
Previous $1.26 Million -0.0%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Apr 19, 2024
SELL
$68.82 - $75.98 $28,697 - $31,683
-417 Reduced 2.45%
16,579 $1.26 Million
Q4 2023

Jan 29, 2024
SELL
$61.16 - $70.24 $5,871 - $6,743
-96 Reduced 0.56%
16,996 $1.19 Million
Q3 2023

Oct 19, 2023
SELL
$64.45 - $69.39 $39,314 - $42,327
-610 Reduced 3.45%
17,092 $1.1 Million
Q2 2023

Jul 14, 2023
BUY
$63.33 - $67.21 $949 - $1,008
15 Added 0.08%
17,702 $1.19 Million
Q1 2023

Apr 17, 2023
SELL
$62.59 - $69.3 $4,756 - $5,266
-76 Reduced 0.43%
17,687 $1.16 Million
Q3 2022

Oct 31, 2022
BUY
N/A
30 Added 0.17%
17,763 $1.04 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-23 Reduced 0.13%
17,733 $1.11 Million
Q1 2022

Apr 28, 2022
BUY
N/A
503 Added 2.92%
17,756 $1.27 Million
Q3 2021

Nov 02, 2021
BUY
N/A
358 Added 2.12%
17,253 $1.16 Million
Q2 2021

Jul 22, 2021
BUY
N/A
1,913 Added 12.77%
16,895 $1.16 Million
Q1 2021

Apr 12, 2021
BUY
N/A
1,509 Added 11.2%
14,982 $978,000
Q4 2020

Feb 11, 2021
SELL
N/A
-236 Reduced 1.72%
13,473 $802,000
Q2 2020

Jul 20, 2020
BUY
N/A
12 Added 0.09%
13,709 $687,000
Q1 2020

Apr 13, 2020
BUY
N/A
137 Added 1.01%
13,697 $664,000
Q1 2019

Apr 12, 2019
BUY
N/A
107 Added 0.8%
13,560 $742,000
Q4 2018

Jan 30, 2019
SELL
N/A
-328 Reduced 2.38%
13,453 $663,000
Q3 2018

Nov 01, 2018
BUY
N/A
1 Added 0.01%
13,781 $732,000
Q2 2018

Aug 14, 2018
BUY
N/A
11,675 Added 554.63%
13,780 $759,000
Q1 2018

Apr 12, 2018
SELL
N/A
-754 Reduced 26.37%
2,105 $111,000
Q4 2017

Feb 09, 2018
SELL
N/A
-415 Reduced 12.68%
2,859 $156,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,274
3,274 $170,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email