SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 169,350 Value ($000) $4,557 Avg Close — Range —
Q3 2025
Shares 197,824 Value ($000) $5,211 Avg Close — Range —
Q2 2025
Shares 114,401 Value ($000) $2,796 Avg Close — Range —
Q1 2025
Shares 134,305 Value ($000) $2,965 Avg Close — Range —
Q4 2024
Shares 135,030 Value ($000) $3,130 Avg Close — Range —
Q3 2024
Shares 46,101 Value ($000) $3,128 Avg Close — Range —
Q2 2024
Shares 45,571 Value ($000) $2,928 Avg Close — Range —
Q1 2024
Shares 45,488 Value ($000) $2,724 Avg Close — Range —
Q4 2023
Shares 44,200 Value ($000) $2,493 Avg Close — Range —
Q3 2023
Shares 46,468 Value ($000) $2,351 Avg Close — Range —
Q2 2023
Shares 44,809 Value ($000) $2,347 Avg Close — Range —
Q1 2023
Shares 42,751 Value ($000) $2,068 Avg Close — Range —
Q4 2022
Shares 41,907 Value ($000) $1,892 Avg Close — Range —
Q3 2022
Shares 42,113 Value ($000) $1,783 Avg Close — Range —
Q2 2022
Shares 42,472 Value ($000) $1,897 Avg Close — Range —
Q1 2022
Shares 54,836 Value ($000) $2,953 Avg Close — Range —
Q4 2021
Shares 28,041 Value ($000) $3,192 Avg Close — Range —
Q3 2021
Shares 28,192 Value ($000) $2,933 Avg Close — Range —
Q2 2021
Shares 27,122 Value ($000) $2,820 Avg Close — Range —
Q1 2021
Shares 26,890 Value ($000) $2,582 Avg Close — Range —
Q4 2020
Shares 26,674 Value ($000) $2,426 Avg Close — Range —
Q3 2020
Shares 26,070 Value ($000) $2,102 Avg Close — Range —
Q2 2020
Shares 12,334 Value ($000) $914 Avg Close — Range —
Q1 2020
Shares 11,498 Value ($000) $761 Avg Close — Range —
Q4 2019
Shares 11,408 Value ($000) $876 Avg Close — Range —
Q3 2019
Shares 10,580 Value ($000) $750 Avg Close — Range —
Q2 2019
Shares 10,867 Value ($000) $763 Avg Close — Range —
Q1 2019
Shares 9,325 Value ($000) $630 Avg Close — Range —
Q4 2018
Shares 7,859 Value ($000) $469 Avg Close — Range —
Q3 2018
Shares 8,069 Value ($000) $522 Avg Close — Range —
Q2 2018
Shares 8,462 Value ($000) $572 Avg Close — Range —
Q1 2018
Shares 1,837 Value ($000) $116 Avg Close — Range —
Q4 2017
Shares 1,796 Value ($000) $115 Avg Close — Range —
Q3 2017
Shares 492 Value ($000) $30 Avg Close — Range —