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

Valley Financial Group, Inc.

$143 Billion
Q3 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 53,619 shares of SCHO stock, worth $1.3 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

53,619

Previous 238,205 77.49%

Holding current value

$1.3 Million

Previous $11.5 Billion 77.09%

% of portfolio

1.84%

Previous 8.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

627

Shares Held

209M

Call Options Held

74.3K

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