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 238,205 shares of SCHO stock, worth $5.76 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares
238,205
Previous 228,038 4.46%
Holding current value
$5.76 Million
Previous $11 Billion 4.28%
% of portfolio
8.43%
Previous 8.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Valley Financial Group, Inc. Portfolio

Follow Valley Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Group, Inc. with notifications on news.