Valeo Financial Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
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 198,274 shares of SCHF stock, worth $4.74 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
198,274
Previous 203,456
2.55%
Holding current value
$4.74 Million
Previous $4.5 Million
2.65%
% of portfolio
0.11%
Previous 0.1%
Shares
34 transactions
Others Institutions Holding SCHF
# of Institutions
1,549Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio