Valpey Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Valpey Financial Services, LLC holds 142,313 shares of SCHM stock, worth $4.03 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
142,313Holding current value
$4.03 Million% of portfolio
2.76%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,026Shares Held
285MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$251 Million3.25% of portfolio