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 $4.19 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
142,313Holding current value
$4.19 Million% of portfolio
2.76%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,040Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio