Valpey Financial Services, LLC Schwab Short Term Us Treasury Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 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 201,812 shares of SCHO stock, worth $4.91 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
201,812
Previous 188,959 6.8%
Holding current value
$4.91 Million
Previous $4.61 Billion 6.89%
% of portfolio
3.22%
Previous 3.19%

Shares

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

Nov 06, 2025
BUY
$24.23 - $24.42 $311,428 - $313,870
12,853 Added 6.8%
201,812 $4.92 Billion
Q2 2025

Jul 22, 2025
BUY
$24.19 - $24.45 $4.57 Million - $4.62 Million
188,959 New
188,959 $4.61 Billion

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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