VICTORY FINANCIAL GROUP, LLC SCHD Holdings History
VICTORY FINANCIAL GROUP, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 1.84 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $51.24 Mil. This investment constitutes 9.83% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.07% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 4 purchases of SCHD, at an average price of $39.02, for a total of 1.84 Mil shares. Based on historical transaction data and SCHD's current price of $27.34, VICTORY FINANCIAL GROUP, LLC's estimated gain on his SCHD holdings is $-21.49 Mil, reflecting a -29.95% gain to date.
VICTORY FINANCIAL GROUP, LLC SCHD ($27.34) Holding Chart
VICTORY FINANCIAL GROUP, LLC SCHD ($27.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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