Valpey Financial Services, LLC Schwab Strategic Tr Intl Eqty Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Valpey Financial Services, LLC holds 223,656 shares of SCHF stock, worth $5.35 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
223,656
Previous 227,626
1.74%
Holding current value
$5.35 Million
Previous $5.03 Billion
3.5%
% of portfolio
3.41%
Previous 3.48%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,544Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
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Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio