Valpey Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History

Valpey Financial Services, LLC

  • $145 Billion
  • Q2 2025

A detailed history of Valpey Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valpey Financial Services, LLC holds 136,441 shares of SCHA stock, worth $3.8 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
136,441
Holding current value
$3.8 Million
% of portfolio
2.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$20.42 - $25.3 $2.79 Million - $3.45 Million
136,441 New
136,441 $3.45 Billion

Others Institutions Holding SCHA

# of Institutions
1,278
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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