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Valeo Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Valeo Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$447K Sell
15,440
-613
-4% -$17.2K 0.01% 479
2026
Q1 		$403K Buy
16,053
+6
+0% +$157 0.01% 464
2025
Q4 		$421K Sell
16,047
-2,167
-12% -$56.4K 0.01% 509
2025
Q3 		$468K Sell
18,214
-1
-0% -$25 0.01% 474
2025
Q2 		$434K Sell
18,215
-446
-2% -$9.82K 0.01% 489
2025
Q1 		$402K Buy
18,661
+2,193
+13% +$49.9K 0.01% 464
2024
Q4 		$374K Buy
16,468
+1
+0% +$23 0.01% 476
2024
Q3 		$365K Buy
16,467
+876
+6% +$18.7K 0.01% 488
2024
Q2 		$327K Buy
15,591
+1,467
+10% +$29.7K 0.01% 494
2024
Q1 		$277K Buy
14,124
+555
+4% +$10.7K 0.01% 529
2023
Q4 		$252K Sell
13,569
-14,097
-51% -$243K 0.01% 544
2023
Q3 		$460K Buy
27,666
+6,300
+29% +$109K 0.02% 357
2023
Q2 		$368K Buy
21,366
+5,736
+37% +$93.5K 0.02% 382
2023
Q1 		$249K Buy
15,630
+18
+0.1% +$281 0.01% 494
2022
Q4 		$233K Sell
15,612
-7,065
-31% -$106K 0.01% 445
2022
Q3 		$317K Buy
22,677
+8,835
+64% +$137K 0.02% 330
2022
Q2 		$204K Sell
13,842
-12,597
-48% -$202K 0.01% 437
2022
Q1 		$471K Buy
26,439
+13,533
+105% +$238K 0.02% 340
2021
Q4 		$243K Sell
12,906
-228
-2% -$4.2K 0.01% 467
2021
Q3 		$227K Buy
13,134
+12
+0.1% +$213 0.01% 469
2021
Q2 		$228K Buy
13,122
+3,648
+39% +$61.7K 0.01% 419
2021
Q1 		$153K Sell
9,474
-942
-9% -$14.9K 0.01% 507
2020
Q4 		$158K Sell
10,416
-120
-1% -$1.71K 0.01% 460
2020
Q3 		$140K Buy
10,536
+192
+2% +$2.52K 0.01% 401
2020
Q2 		$127K Sell
10,344
-654
-6% -$7.54K 0.01% 430
2020
Q1 		$120K Sell
10,998
-5,826
-35% -$70.5K 0.01% 380
2019
Q4 		$216K Sell
16,824
-1,938
-10% -$23.8K 0.02% 309
2019
Q3 		$222K Buy
18,762
+5,262
+39% +$62.2K 0.02% 285
2019
Q2 		$159K Buy
13,500
+630
+5% +$7.28K 0.02% 336
2019
Q1 		$146K Buy
12,870
+696
+6% +$7.6K 0.02% 341
2018
Q4 		$122K Sell
12,174
-3,462
-22% -$37.4K 0.02% 345
2018
Q3 		$169K Buy
15,636
+3,264
+26% +$37.6K 0.02% 301
2018
Q2 		$142K Buy
12,372
+1,320
+12% +$14.4K 0.02% 342
2018
Q1 		$118K Buy
11,052
+3,006
+37% +$33K 0.02% 334
2017
Q4 		$87K Buy
8,046
+7,026
+689% +$73.7K 0.01% 370
2017
Q3 		$10K Buy
+1,020
New +$10.1K ﹤0.01% 703

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Valeo Financial Advisors's SCHB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q2 2026, selling an estimated $17.2K and leaving 15,440 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #479.

Valeo Financial Advisors first reported a position in SCHB in Q3 2017 and has held it in 36 quarters since. The position peaked at $471K in Q1 2022. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Valeo Financial Advisors held 15,440 shares of Schwab US Broad Market ETF worth $447K as of Q2 2026.
  • Valeo Financial Advisors sold 613 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.2K.
  • Schwab US Broad Market ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #479 holding.
  • Valeo Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Schwab US Broad Market ETF position peaked at $471K in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.