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Disclosery

Valley Financial Group, Inc.: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Financial Group, Inc. on SCHO, newest first. How the timeline and the estimate are built.

Valley Financial Group, Inc. held 68,518 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,518 shares
    Change vs previous 13F -4,104 shares

    0.82% of the 13F portfolio, value $1,654,018.

    13F-HR 0002010327-26-000004 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,622 shares
    Change vs previous 13F -6,049 shares

    0.95% of the 13F portfolio, value $1,762,543.

    13F-HR 0002010327-26-000002 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 78,671 shares
    Change vs previous 13F -33,583 shares

    1.08% of the 13F portfolio, value $1,917,215.

    13F-HR 0002010327-26-000001 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,254 shares
    Change vs previous 13F +178 shares

    1.55% of the 13F portfolio, value $2,739,007.

    13F-HR 0002010327-25-000006 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,076 shares
    Change vs previous 13F +12,799 shares

    1.66% of the 13F portfolio, value $2,732,402.

    13F-HR 0002010327-25-000003 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,277 shares
    Change vs previous 13F -1,071 shares

    1.6% of the 13F portfolio, value $2,416,398.

    13F-HR 0002010327-25-000002 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,348 shares
    Change vs previous 13F +46,729 shares

    1.68% of the 13F portfolio, value $2,414,367.

    13F-HR 0002010327-25-000001 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,619 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,626,275.

    13F-HR 0002010327-24-000005 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).