Valeo Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Valeo Financial Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-307	Closed	-$12K	–	1570
2021 Q1	$12K	Sell	307 -92	-23%	-$3.59K	﹤0.01%	1316
2020 Q4	$15K	Buy	399 +92	+30%	+$3.21K	﹤0.01%	1107
2020 Q3	$10K	Sell	307 -758	-71%	-$24.2K	﹤0.01%	1089
2020 Q2	$31K	Buy	1,065 +772	+263%	+$21.3K	﹤0.01%	907
2020 Q1	$8K	Sell	293 -2,194	-88%	-$67.5K	﹤0.01%	1176
2019 Q4	$86K	Buy	2,487 +1,953	+366%	+$65.1K	0.01%	499
2019 Q3	$17K	Buy	534 +241	+82%	+$7.67K	﹤0.01%	897
2019 Q2	$10K	Hold	293	–	–	﹤0.01%	1030
2019 Q1	$9K	Buy	+293	New	+$9.25K	﹤0.01%	1002
2018 Q3	–	Sell	-322	Closed	-$11K	–	1848
2018 Q2	$11K	Buy	322 +115	+56%	+$4.25K	﹤0.01%	924
2018 Q1	$8K	Buy	+207	New	+$7.69K	﹤0.01%	1000

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Valeo Financial Advisors's SCHC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2021, closing a stake of 307 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in SCHC in Q1 2018 and held it in 11 quarters. The position peaked at $86K in Q4 2019. 315 funds tracked by Wall St. Rank hold SCHC as of Q2 2021.

Valeo Financial Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 307 Schwab International Small-Cap Equity ETF shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and held it in 11 quarters.
Valeo Financial Advisors's Schwab International Small-Cap Equity ETF position peaked at $86K in Q4 2019.
315 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.