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VICTORY FINANCIAL GROUP, LLC: SCHX position timeline

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

VICTORY FINANCIAL GROUP, LLC held 41,645 SCHX 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 41,645 shares
    Change vs previous 13F +658 shares

    0.13% of the 13F portfolio, value $1,225,612.

    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 40,987 shares
    Change vs previous 13F +895 shares

    0.13% of the 13F portfolio, value $1,050,907.

    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 40,092 shares
    Change vs previous 13F +855 shares

    0.14% of the 13F portfolio, value $1,078,863.

    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 39,237 shares
    Change vs previous 13F +3,160 shares

    0.14% of the 13F portfolio, value $1,033,517.

    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 36,077 shares
    Change vs previous 13F -3 shares

    0.14% of the 13F portfolio, value $881,722.

    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 36,080 shares
    Change vs previous 13F +1,269 shares

    0.15% of the 13F portfolio, value $796,646.

    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 34,811 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $806,919.

    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).