Valpey Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 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 251,275 shares of SCHG stock, worth $8.11 Million. This represents 5.25% of its overall portfolio holdings.

Number of Shares
251,275
Previous 264,923 5.15%
Holding current value
$8.11 Million
Previous $7.74 Billion 3.62%
% of portfolio
5.25%
Previous 5.35%

Shares

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

Nov 06, 2025
SELL
$28.92 - $32.19 $394,700 - $439,329
-13,648 Reduced 5.15%
251,275 $8.02 Billion
Q2 2025

Jul 22, 2025
BUY
$22.27 - $29.21 $5.9 Million - $7.74 Million
264,923 New
264,923 $7.74 Billion

Others Institutions Holding SCHG

# of Institutions
1,694
Shares Held
857M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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