Valeo Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,420	Closed	-$48K	–	1571
2021 Q1	$48K	Buy	2,420 +1,748	+260%	+$33.7K	﹤0.01%	887
2020 Q4	$13K	Sell	672 -2,244	-77%	-$39.5K	﹤0.01%	1135
2020 Q3	$48K	Buy	+2,916	New	+$47.6K	﹤0.01%	681
2020 Q1	–	Sell	-794	Closed	-$13K	–	1900
2019 Q4	$13K	Hold	794	–	–	﹤0.01%	1036
2019 Q3	$12K	Hold	794	–	–	﹤0.01%	985
2019 Q2	$11K	Hold	794	–	–	﹤0.01%	1007
2019 Q1	$11K	Hold	794	–	–	﹤0.01%	944
2018 Q4	$10K	Buy	+794	New	+$10.5K	﹤0.01%	888

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q2 2021, closing a stake of 2,420 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in SCHK in Q4 2018 and held it in 8 quarters. The position peaked at $48K in Q1 2021. 92 funds tracked by Wall St. Rank hold SCHK as of Q2 2021.

Valeo Financial Advisors reported no remaining Schwab 1000 Index ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,420 Schwab 1000 Index ETF shares in Q2 2021, an estimated $48K.
Valeo Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 8 quarters.
Valeo Financial Advisors's Schwab 1000 Index ETF position peaked at $48K in Q1 2021.
92 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2021.

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