Valley Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Valley Financial Group’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Buy
2025 Q1	$2.42M	Sell
2024 Q4	$2.41M	Sell
2024 Q3	$2.63M	Sell
2024 Q2	$11.5M	Buy
2024 Q1	$11M	Buy
2023 Q4	$9.62M	Buy