Valpey Financial Services, LLC Schwab Short Term Us Treasury Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valpey Financial Services, LLC holds 188,959 shares of SCHO stock, worth $4.61 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
188,959Holding current value
$4.61 Million% of portfolio
3.19%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
712Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
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Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
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Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
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Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio