VFG
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Victory Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Victory Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,821
Closed -$212K – 80
2024
Q1 		$212K Buy
+7,821
New +$199K 0.13% 56

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Victory Financial Group's SCHM Position: Q2 2024 in Review

Victory Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 7,821 shares — an estimated $212K sold.

Victory Financial Group first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Victory Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Victory Financial Group sold 7,821 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $212K.
  • Victory Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Victory Financial Group's Schwab US Mid-Cap ETF position peaked at $212K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Victory Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.