Valpey Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valpey Financial Services, LLC holds 206,929 shares of SCHV stock, worth $5.79 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
206,929Holding current value
$5.79 Million% of portfolio
3.96%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
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Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
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Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio