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Valeo Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valeo Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Sell
86,528
-27,187
-24% -$776K 0.05% 146
2026
Q1 		$2.92M Sell
113,715
-55,635
-33% -$1.49M 0.07% 122
2025
Q4 		$4.56M Sell
169,350
-28,474
-14% -$760K 0.1% 97
2025
Q3 		$5.21M Buy
197,824
+83,423
+73% +$2.12M 0.12% 87
2025
Q2 		$2.8M Sell
114,401
-19,904
-15% -$450K 0.07% 136
2025
Q1 		$2.97M Sell
134,305
-725
-0.5% -$16.9K 0.08% 112
2024
Q4 		$3.13M Sell
135,030
-3,273
-2% -$76.3K 0.09% 109
2024
Q3 		$3.13M Buy
138,303
+1,590
+1% +$34.6K 0.09% 112
2024
Q2 		$2.93M Buy
136,713
+249
+0.2% +$5.14K 0.09% 106
2024
Q1 		$2.72M Buy
136,464
+3,864
+3% +$76.1K 0.1% 110
2023
Q4 		$2.49M Sell
132,600
-6,804
-5% -$119K 0.1% 113
2023
Q3 		$2.35M Buy
139,404
+4,977
+4% +$87.3K 0.11% 109
2023
Q2 		$2.35M Buy
134,427
+6,174
+5% +$102K 0.11% 108
2023
Q1 		$2.07M Buy
128,253
+2,532
+2% +$39.8K 0.1% 124
2022
Q4 		$1.89M Sell
125,721
-618
-0.5% -$9.35K 0.1% 111
2022
Q3 		$1.78M Sell
126,339
-1,077
-0.8% -$16.9K 0.11% 109
2022
Q2 		$1.9M Sell
127,416
-37,092
-23% -$601K 0.12% 107
2022
Q1 		$2.95M Sell
164,508
-3,738
-2% -$66.2K 0.15% 90
2021
Q4 		$3.19M Sell
168,246
-906
-0.5% -$16.7K 0.17% 78
2021
Q3 		$2.93M Buy
169,152
+6,420
+4% +$114K 0.17% 88
2021
Q2 		$2.82M Buy
162,732
+1,392
+0.9% +$23.5K 0.17% 84
2021
Q1 		$2.58M Buy
161,340
+1,296
+0.8% +$20.3K 0.12% 96
2020
Q4 		$2.43M Buy
160,044
+3,624
+2% +$51.9K 0.12% 92
2020
Q3 		$2.1M Buy
156,420
+82,416
+111% +$1.1M 0.18% 79
2020
Q2 		$914K Buy
74,004
+5,016
+7% +$58.5K 0.08% 138
2020
Q1 		$761K Buy
68,988
+540
+0.8% +$6.56K 0.08% 145
2019
Q4 		$876K Buy
68,448
+4,968
+8% +$60.9K 0.09% 142
2019
Q3 		$750K Sell
63,480
-1,722
-3% -$20.3K 0.08% 143
2019
Q2 		$763K Buy
65,202
+9,252
+17% +$106K 0.09% 144
2019
Q1 		$630K Buy
55,950
+8,796
+19% +$95.3K 0.08% 160
2018
Q4 		$469K Sell
47,154
-1,260
-3% -$13.5K 0.07% 171
2018
Q3 		$522K Sell
48,414
-2,358
-5% -$26.8K 0.07% 173
2018
Q2 		$572K Buy
50,772
+39,750
+361% +$429K 0.08% 155
2018
Q1 		$116K Buy
11,022
+246
+2% +$2.68K 0.02% 340
2017
Q4 		$115K Buy
10,776
+7,824
+265% +$81K 0.02% 321
2017
Q3 		$30K Buy
+2,952
New +$29K 0.01% 500

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q2 2026, selling an estimated $776K and leaving 86,528 shares worth $2.55M. The position accounts for 0.05% of the portfolio, ranked #146.

Valeo Financial Advisors first reported a position in SCHX in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.21M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Valeo Financial Advisors held 86,528 shares of Schwab US Large- Cap ETF worth $2.55M as of Q2 2026.
  • Valeo Financial Advisors sold 27,187 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $776K.
  • Schwab US Large- Cap ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Valeo Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Schwab US Large- Cap ETF position peaked at $5.21M in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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