Valley Forge Investment Consultants Inc Adv Schwab Short Term Us Treasury Transaction History

Valley Forge Investment Consultants Inc Adv

  • $285 Million
  • Q3 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 19,684 shares of SCHO stock, worth $474,187. This represents 0.34% of its overall portfolio holdings.

Number of Shares
19,684
Previous 18,655 5.52%
Holding current value
$474,187
Previous $897,000 7.47%
% of portfolio
0.34%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$47.93 - $49.06 $49,319 - $50,482
1,029 Added 5.52%
19,684 $964,000
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $182,596 - $184,049
3,824 Added 25.78%
18,655 $897,000
Q1 2024

Apr 30, 2024
BUY
$48.05 - $48.63 $25,466 - $25,773
530 Added 3.71%
14,831 $715,000
Q4 2023

Feb 09, 2024
BUY
$47.66 - $48.45 $111,190 - $113,033
2,333 Added 19.49%
14,301 $692,000
Q3 2023

Nov 09, 2023
BUY
$47.78 - $48.2 $158,772 - $160,168
3,323 Added 38.44%
11,968 $573,000
Q2 2023

Aug 01, 2023
BUY
$48.06 - $48.89 $192 - $195
4 Added 0.05%
8,645 $415,000
Q1 2023

May 08, 2023
BUY
$47.8 - $49.0 $79,778 - $81,781
1,669 Added 23.94%
8,641 $421,000
Q4 2022

Feb 14, 2023
BUY
$47.89 - $48.47 $82,706 - $83,707
1,727 Added 32.93%
6,972 $336,000
Q3 2022

Nov 10, 2022
BUY
$48.15 - $49.37 $27,878 - $28,585
579 Added 12.41%
5,245 $253,000
Q2 2022

Aug 03, 2022
BUY
$48.73 - $49.59 $227,374 - $231,386
4,666 New
4,666 $230,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv 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 Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email