Valpey Financial Services, LLC Schwab Intermediate Term Us Tr Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Valpey Financial Services, LLC holds 10,284 shares of SCHR stock, worth $259,465. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,284Holding current value
$259,465% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
506Shares Held
377MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
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Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
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Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
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Jpmorgan Chase & CO New York, NY4.9MShares$124 Million0.01% of portfolio