Valpey Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 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 141,937 shares of SCHM stock, worth $4.14 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
141,937
Previous 142,313 0.26%
Holding current value
$4.14 Million
Previous $3.99 Billion 5.39%
% of portfolio
2.75%
Previous 2.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$28.15 - $30.13 $10,584 - $11,328
-376 Reduced 0.26%
141,937 $4.21 Billion
Q2 2025

Jul 22, 2025
BUY
$22.92 - $28.05 $3.26 Million - $3.99 Million
142,313 New
142,313 $3.99 Billion

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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