Victory Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Victory Financial Group, LLC
- $214 Billion
- Q2 2024
A detailed history of Victory Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Victory Financial Group, LLC holds 434,797 shares of SCHD stock, worth $12.2 Million. This represents 15.82% of its overall portfolio holdings.
Number of Shares
434,797
Previous 393,978
10.36%
Holding current value
$12.2 Million
Previous $31.8 Billion
6.43%
% of portfolio
15.82%
Previous 18.8%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio