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Valeo Financial Advisors, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on SCHW, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 28,580 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,580 shares
    Change vs previous 13F +642 shares

    0.06% of the 13F portfolio, value $2,793,728.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,938 shares
    Change vs previous 13F -407 shares

    0.05% of the 13F portfolio, value $2,577,468.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,345 shares
    Change vs previous 13F -6,686 shares

    0.06% of the 13F portfolio, value $2,663,670.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,031 shares
    Change vs previous 13F -1,613 shares

    0.08% of the 13F portfolio, value $3,499,914.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 36,644 shares
    Change vs previous 13F -2,082 shares

    0.08% of the 13F portfolio, value $3,498,409.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 38,726 shares
    Change vs previous 13F +121 shares

    0.09% of the 13F portfolio, value $3,533,379.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 38,605 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $3,021,863.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 38,565 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,854,229.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).