Valeo Financial Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 45,025 shares of SCHV stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,025
Previous 16,579 171.58%
Holding current value
$1.22 Million
Previous $1.33 Million 11.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 30, 2025
BUY
$25.79 - $80.4 $733,622 - $2.29 Million
28,446 Added 171.58%
45,025 $1.17 Million
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
$58.51 - $69.02 $1,755 - $2,070
30 Added 0.17%
17,763 $1.04 Million
Q2 2022

Aug 03, 2022
SELL
$60.93 - $72.3 $1,401 - $1,662
-23 Reduced 0.13%
17,733 $1.11 Million
Q1 2022

Apr 28, 2022
BUY
$67.71 - $74.19 $34,058 - $37,317
503 Added 2.92%
17,756 $1.27 Million
Q3 2021

Nov 02, 2021
BUY
$66.91 - $71.05 $23,953 - $25,435
358 Added 2.12%
17,253 $1.16 Million
Q2 2021

Jul 22, 2021
BUY
$65.81 - $69.75 $125,894 - $133,431
1,913 Added 12.77%
16,895 $1.16 Million
Q1 2021

Apr 12, 2021
BUY
$58.71 - $65.66 $88,593 - $99,080
1,509 Added 11.2%
14,982 $978,000
Q4 2020

Feb 11, 2021
SELL
$50.83 - $59.53 $11,995 - $14,049
-236 Reduced 1.72%
13,473 $802,000
Q2 2020

Jul 20, 2020
BUY
$42.21 - $55.29 $506 - $663
12 Added 0.09%
13,709 $687,000
Q1 2020

Apr 13, 2020
BUY
$38.4 - $61.03 $5,260 - $8,361
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
855
Shares Held
199M
Call Options Held
0
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
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