Valeo Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	59,906 +2,477	+4%	+$88.4K	0.05%	169
2026 Q1	$1.89M	Buy	57,429 +284	+0.5%	+$9.7K	0.05%	166
2025 Q4	$1.87M	Buy	57,145 +706	+1%	+$23.5K	0.04%	180
2025 Q3	$1.88M	Buy	56,439 +91	+0.2%	+$2.87K	0.04%	180
2025 Q2	$1.7M	Buy	56,348 +43,055	+324%	+$1.22M	0.04%	195
2025 Q1	$366K	Buy	13,293 +264	+2%	+$7.23K	0.01%	483
2024 Q4	$347K	Buy	13,029 +384	+3%	+$10.8K	0.01%	497
2024 Q3	$369K	Sell	12,645 -115	-0.9%	-$3.11K	0.01%	484
2024 Q2	$339K	Buy	12,760 +135	+1%	+$3.52K	0.01%	482
2024 Q1	$318K	Buy	12,625 +188	+2%	+$4.62K	0.01%	486
2023 Q4	$308K	Sell	12,437 -2	-0%	-$48	0.01%	479
2023 Q3	$298K	Buy	12,439 +23	+0.2%	+$570	0.01%	460
2023 Q2	$306K	Sell	12,416 -700	-5%	-$17.1K	0.01%	430
2023 Q1	$322K	Sell	13,116 -413	-3%	-$10.2K	0.02%	425
2022 Q4	$320K	Buy	13,529 +1,080	+9%	+$25.1K	0.02%	373
2022 Q3	$279K	Sell	12,449 -547	-4%	-$13.5K	0.02%	367
2022 Q2	$330K	Sell	12,996 -1,379	-10%	-$36K	0.02%	321
2022 Q1	$399K	Hold	14,375	–	–	0.02%	377
2021 Q4	$426K	Sell	14,375 -151	-1%	-$4.61K	0.02%	345
2021 Q3	$443K	Sell	14,526 -792	-5%	-$24.7K	0.03%	326
2021 Q2	$504K	Buy	15,318 +2,825	+23%	+$91.6K	0.03%	262
2021 Q1	$397K	Buy	12,493 +35	+0.3%	+$1.14K	0.02%	309
2020 Q4	$382K	Sell	12,458 -295	-2%	-$8.55K	0.02%	283
2020 Q3	$341K	Buy	12,753 +1,949	+18%	+$52.1K	0.03%	235
2020 Q2	$263K	Buy	10,804 +1,045	+11%	+$23.7K	0.02%	275
2020 Q1	$209K	Sell	9,759 -21,835	-69%	-$546K	0.02%	293
2019 Q4	$865K	Buy	31,594 +20,108	+175%	+$530K	0.08%	145
2019 Q3	$289K	Buy	11,486 +324	+3%	+$8.24K	0.03%	230
2019 Q2	$293K	Buy	11,162 +45	+0.4%	+$1.17K	0.03%	226
2019 Q1	$289K	Buy	11,117 +167	+2%	+$4.23K	0.04%	224
2018 Q4	$258K	Buy	10,950 +75	+0.7%	+$1.82K	0.04%	225
2018 Q3	$259K	Sell	10,875 -170	-2%	-$4.4K	0.04%	237
2018 Q2	$283K	Buy	11,045 +182	+2%	+$5K	0.04%	236
2018 Q1	$312K	Buy	10,863 +37	+0.3%	+$1.08K	0.05%	203
2017 Q4	$302K	Buy	10,826 +1,020	+10%	+$28.1K	0.05%	194
2017 Q3	$264K	Buy	+9,806	New	+$260K	0.06%	178