Valley Financial Group, Inc. Schwab Short Term Us Treasury Transaction History

Valley Financial Group, Inc.

$144 Billion
Q4 2024

A detailed history of Valley Financial Group, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valley Financial Group, Inc. holds 100,348 shares of SCHO stock, worth $2.42 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

100,348

Previous 53,619 87.15%

Holding current value

$2.42 Million

Previous $2.63 Billion 8.07%

% of portfolio

1.68%

Previous 1.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.06 - $48.88 $1.12 Million - $2.28 Million	46,729 Added 87.15%	100,348 $2.41 Billion
Q3 2024 Nov 14, 2024	SELL	$47.93 - $49.06 $8.85 Million - $9.06 Million	-184,586 Reduced 77.49%	53,619 $2.63 Billion
Q2 2024 Aug 14, 2024	BUY	$47.75 - $48.13 $485,474 - $489,337	10,167 Added 4.46%	238,205 $11.5 Billion
Q1 2024 May 15, 2024	BUY	$48.05 - $48.63 $1.42 Million - $1.43 Million	29,470 Added 14.84%	228,038 $11 Billion
Q4 2023 Feb 13, 2024	BUY	$47.66 - $48.45 $9.46 Million - $9.62 Million	198,568 New	198,568 $9.62 Billion

Others Institutions Holding SCHO

# of Institutions

657

Shares Held

350M

Call Options Held

67.5K

Put Options Held

30.8K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Valley Financial Group, Inc. Schwab Short Term Us Treasury Transaction History