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

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 13,029 shares of SCHE stock, worth $351,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,029
Previous 12,645 3.04%
Holding current value
$351,261
Previous $368,000 5.98%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$26.63 - $30.23 $10,225 - $11,608
384 Added 3.04%
13,029 $346,000
Q3 2024

Oct 10, 2024
SELL
$25.45 - $29.53 $2,926 - $3,395
-115 Reduced 0.9%
12,645 $368,000
Q2 2024

Jul 10, 2024
BUY
$24.67 - $27.2 $3,330 - $3,672
135 Added 1.07%
12,760 $338,000
Q1 2024

Apr 25, 2024
SELL
$23.47 - $25.45 $21,874 - $23,719
-932 Reduced 6.87%
12,625 $318,000
Q1 2024

Apr 19, 2024
BUY
$23.47 - $25.45 $26,286 - $28,504
1,120 Added 9.01%
13,557 $342,000
Q4 2023

Jan 29, 2024
SELL
$23.04 - $24.89 $46 - $49
-2 Reduced 0.02%
12,437 $308,000
Q3 2023

Oct 19, 2023
BUY
$23.83 - $26.11 $548 - $600
23 Added 0.19%
12,439 $297,000
Q2 2023

Jul 14, 2023
SELL
$23.66 - $25.54 $16,562 - $17,878
-700 Reduced 5.34%
12,416 $305,000
Q1 2023

Apr 17, 2023
SELL
$23.32 - $26.39 $9,631 - $10,899
-413 Reduced 3.05%
13,116 $321,000
Q4 2022

Feb 09, 2023
BUY
$21.59 - $24.95 $23,317 - $26,946
1,080 Added 8.68%
13,529 $320,000
Q3 2022

Oct 31, 2022
SELL
$22.4 - $25.83 $12,252 - $14,129
-547 Reduced 4.21%
12,449 $279,000
Q2 2022

Aug 03, 2022
SELL
$24.51 - $28.87 $33,799 - $39,811
-1,379 Reduced 9.59%
12,996 $330,000
Q4 2021

Jan 07, 2022
SELL
$28.68 - $31.96 $4,330 - $4,825
-151 Reduced 1.04%
14,375 $426,000
Q3 2021

Nov 02, 2021
SELL
$29.81 - $32.7 $23,609 - $25,898
-792 Reduced 5.17%
14,526 $443,000
Q2 2021

Jul 22, 2021
BUY
$31.06 - $33.61 $87,744 - $94,948
2,825 Added 22.61%
15,318 $504,000
Q1 2021

Apr 12, 2021
BUY
$30.78 - $34.63 $1,077 - $1,212
35 Added 0.28%
12,493 $397,000
Q4 2020

Feb 11, 2021
SELL
$26.72 - $30.68 $7,882 - $9,050
-295 Reduced 2.31%
12,458 $382,000
Q3 2020

Oct 28, 2020
BUY
$24.69 - $27.71 $48,120 - $54,006
1,949 Added 18.04%
12,753 $341,000
Q2 2020

Jul 20, 2020
BUY
$19.87 - $25.05 $20,764 - $26,177
1,045 Added 10.71%
10,804 $263,000
Q1 2020

Apr 13, 2020
SELL
$18.68 - $28.22 $407,877 - $616,183
-21,835 Reduced 69.11%
9,759 $209,000
Q4 2019

Jan 24, 2020
BUY
$24.83 - $27.51 $499,281 - $553,171
20,108 Added 175.07%
31,594 $865,000
Q3 2019

Oct 15, 2019
BUY
$25.08 - $25.94 $8,125 - $8,404
324 Added 2.9%
11,486 $289,000
Q2 2019

Jul 10, 2019
BUY
N/A
45 Added 0.4%
11,162 $293,000
Q1 2019

Apr 12, 2019
BUY
N/A
167 Added 1.53%
11,117 $289,000
Q4 2018

Jan 30, 2019
BUY
N/A
75 Added 0.69%
10,950 $258,000
Q3 2018

Nov 01, 2018
SELL
N/A
-170 Reduced 1.54%
10,875 $259,000
Q2 2018

Aug 14, 2018
BUY
N/A
182 Added 1.68%
11,045 $283,000
Q1 2018

Apr 12, 2018
BUY
N/A
37 Added 0.34%
10,863 $312,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,020 Added 10.4%
10,826 $302,000
Q3 2017

Nov 14, 2017
BUY
N/A
9,806
9,806 $264,000

Others Institutions Holding SCHE

# of Institutions
787
Shares Held
142M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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