Valeo Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 17,256 shares of SCHO stock, worth $420,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,256
Previous 12,926 33.5%
Holding current value
$420,183
Previous $315,000 33.65%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$24.23 - $24.42 $104,915 - $105,738
4,330 Added 33.5%
17,256 $421,000
Q2 2025

Jul 22, 2025
BUY
$24.19 - $24.45 $312,679 - $316,040
12,926 New
12,926 $315,000
Q2 2021

Jul 22, 2021
SELL
$51.19 - $51.33 $5,119 - $5,133
-100 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$51.37 - $51.48 $5,137 - $5,148
100 New
100 $5,000
Q2 2020

Jul 20, 2020
SELL
$51.53 - $51.71 $1,185 - $1,189
-23 Closed
0 $0
Q1 2020

Apr 13, 2020
BUY
$50.48 - $51.73 $1,161 - $1,189
23 New
23 $1,000
Q3 2019

Oct 15, 2019
SELL
$50.39 - $50.59 $7,306 - $7,335
-145 Closed
0 $0
Q1 2019

Apr 12, 2019
BUY
N/A
145 New
145 $7,000

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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