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VICTORY FINANCIAL GROUP, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VICTORY FINANCIAL GROUP, LLC on SCHD, newest first. How the timeline and the estimate are built.

VICTORY FINANCIAL GROUP, LLC held 1,514,996 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,514,996 shares
    Change vs previous 13F -11,954 shares

    5.05% of the 13F portfolio, value $48,040,525.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,526,950 shares
    Change vs previous 13F -172,204 shares

    5.76% of the 13F portfolio, value $46,846,832.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,699,154 shares
    Change vs previous 13F -235,655 shares

    5.86% of the 13F portfolio, value $46,607,788.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,934,809 shares
    Change vs previous 13F +118,468 shares

    7.27% of the 13F portfolio, value $52,842,644.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,816,341 shares
    Change vs previous 13F -22,451 shares

    7.64% of the 13F portfolio, value $48,133,029.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,838,792 shares
    Change vs previous 13F +87,597 shares

    9.83% of the 13F portfolio, value $51,242,210.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, LLC
    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 1,751,195 shares
    Change vs previous 13F not available

    12.57% of the 13F portfolio, value $47,842,651.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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