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 $12.7 Million. This represents 15.82% of its overall portfolio holdings.
Number of Shares
434,797
Previous 393,978
10.36%
Holding current value
$12.7 Million
Previous $31.8 Billion
6.43%
% of portfolio
15.82%
Previous 18.8%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio