SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 14,503 Value ($000) $56 Avg Close — Range —
Q3 2025
Shares 17,256 Value ($000) $123 Avg Close — Range —
Q2 2025
Shares 12,926 Value ($000) $18 Avg Close — Range —
Q1 2021
Shares 100 Value ($000) $5 Avg Close — Range —
Q4 2020
Shares 100 Value ($000) $5 Avg Close — Range —
Q1 2020
Shares 23 Value ($000) $1 Avg Close — Range —
Q2 2019
Shares 145 Value ($000) $7 Avg Close — Range —
Q1 2019
Shares 145 Value ($000) $7 Avg Close — Range —