Valpey Financial Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 156,521 shares of SCHZ stock, worth $3.66 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
156,521
Previous 149,756 4.52%
Holding current value
$3.66 Million
Previous $3.48 Billion 5.55%
% of portfolio
2.4%
Previous 2.41%

Shares

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

Nov 06, 2025
BUY
$22.9 - $23.58 $154,918 - $159,518
6,765 Added 4.52%
156,521 $3.67 Billion
Q2 2025

Jul 22, 2025
BUY
$22.68 - $23.28 $3.4 Million - $3.49 Million
149,756 New
149,756 $3.48 Billion

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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