Valpey Financial Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Valpey Financial Services, LLC holds 264,923 shares of SCHG stock, worth $8.41 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares
264,923
Holding current value
$8.41 Million
% of portfolio
5.35%

Shares

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

Jul 22, 2025
BUY
$22.27 - $29.21 $5.9 Million - $7.74 Million
264,923 New
264,923 $7.74 Billion

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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