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 $12.5 Million. This represents 15.82% of its overall portfolio holdings.
Number of Shares
434,797
Previous 393,978
10.36%
Holding current value
$12.5 Million
Previous $31.8 Billion
6.43%
% of portfolio
15.82%
Previous 18.8%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio