Valeo Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Sell |
66,815
-271
| -0.4% | -$8.96K | 0.04% | 189 |
|
|
2026
Q1 | $1.54M | Buy |
67,086
+3,861
| +6% | +$116K | 0.04% | 195 |
|
|
2025
Q4 | $1.52M | Buy |
63,225
+42
| +0.1% | +$1.19K | 0.03% | 210 |
|
|
2025
Q3 | $1.48M | Sell |
63,183
-272
| -0.4% | -$7.27K | 0.03% | 213 |
|
|
2025
Q2 | $1.35M | Buy |
63,455
+40,921
| +182% | +$967K | 0.03% | 226 |
|
|
2025
Q1 | $528K | Sell |
22,534
-102
| -0.5% | -$2.6K | 0.01% | 402 |
|
|
2024
Q4 | $585K | Sell |
22,636
-3,930
| -15% | -$105K | 0.02% | 376 |
|
|
2024
Q3 | $684K | Buy |
26,566
+7,224
| +37% | +$179K | 0.02% | 336 |
|
|
2024
Q2 | $459K | Buy |
19,342
+440
| +2% | +$10.4K | 0.01% | 414 |
|
|
2024
Q1 | $440K | Sell |
18,902
-3,788
| -17% | -$88.7K | 0.02% | 414 |
|
|
2023
Q4 | $536K | Sell |
22,690
-36
| -0.2% | -$759 | 0.02% | 342 |
|
|
2023
Q3 | $471K | Sell |
22,726
-1,064
| -4% | -$23.3K | 0.02% | 350 |
|
|
2023
Q2 | $521K | Sell |
23,790
-2,078
| -8% | -$43.3K | 0.02% | 308 |
|
|
2023
Q1 | $542K | Buy |
25,868
+866
| +3% | +$18.6K | 0.03% | 315 |
|
|
2022
Q4 | $506K | Sell |
25,002
-584
| -2% | -$12K | 0.03% | 285 |
|
|
2022
Q3 | $484K | Sell |
25,586
-20
| -0.1% | -$418 | 0.03% | 266 |
|
|
2022
Q2 | $499K | Sell |
25,606
-19,040
| -43% | -$407K | 0.03% | 252 |
|
|
2022
Q1 | $1.07M | Sell |
44,646
-390
| -0.9% | -$9.21K | 0.05% | 196 |
|
|
2021
Q4 | $1.15M | Buy |
45,036
+14,472
| +47% | +$374K | 0.06% | 166 |
|
|
2021
Q3 | $765K | Buy |
30,564
+224
| +0.7% | +$5.69K | 0.04% | 221 |
|
|
2021
Q2 | $790K | Buy |
30,340
+1,008
| +3% | +$25.8K | 0.05% | 193 |
|
|
2021
Q1 | $731K | Buy |
29,332
+136
| +0.5% | +$3.35K | 0.03% | 218 |
|
|
2020
Q4 | $650K | Sell |
29,196
-1,516
| -5% | -$30.2K | 0.03% | 214 |
|
|
2020
Q3 | $525K | Buy |
30,712
+24,000
| +358% | +$413K | 0.05% | 184 |
|
|
2020
Q2 | $110K | Buy |
6,712
+2,576
| +62% | +$38.6K | 0.01% | 483 |
|
|
2020
Q1 | $58K | Sell |
4,136
-7,184
| -63% | -$122K | 0.01% | 553 |
|
|
2019
Q4 | $214K | Sell |
11,320
-1,340
| -11% | -$24.2K | 0.02% | 312 |
|
|
2019
Q3 | $221K | Buy |
12,660
+820
| +7% | +$14.5K | 0.02% | 286 |
|
|
2019
Q2 | $212K | Buy |
11,840
+6,328
| +115% | +$112K | 0.02% | 277 |
|
|
2019
Q1 | $96K | Sell |
5,512
-1,364
| -20% | -$23.3K | 0.01% | 420 |
|
|
2018
Q4 | $104K | Buy |
6,876
+440
| +7% | +$7.43K | 0.01% | 372 |
|
|
2018
Q3 | $110K | Sell |
6,436
-1,692
| -21% | -$32.3K | 0.01% | 383 |
|
|
2018
Q2 | $153K | Buy |
8,128
+8,064
| +12,600% | +$146K | 0.02% | 324 |
|
|
2018
Q1 | $1K | Sell |
64
-1,384
| -96% | -$24.4K | ﹤0.01% | 1463 |
|
|
2017
Q4 | $25K | Buy |
1,448
+400
| +38% | +$6.85K | ﹤0.01% | 621 |
|
|
2017
Q3 | $18K | Buy |
+1,048
| New | +$16.8K | ﹤0.01% | 580 |
|
Other funds holding SCHA
AA
Valeo Financial Advisors's SCHA Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.4% in Q2 2026, selling an estimated $8.96K and leaving 66,815 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #189.
Valeo Financial Advisors first reported a position in SCHA in Q3 2017 and has held it in 36 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Valeo Financial Advisors held 66,815 shares of Schwab U.S Small- Cap ETF worth $1.9M as of Q2 2026.
- Valeo Financial Advisors sold 271 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $8.96K.
- Schwab U.S Small- Cap ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #189 holding.
- Valeo Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and has held it in 36 quarters since.
- 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.