Sovereign Financial Group, Inc. Schwab Strategic Tr Us Small C Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 8,122 shares of SCHA stock, worth $224,410. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,122
Previous 7,908
2.71%
Holding current value
$224,410
Previous $375,000
11.47%
% of portfolio
0.1%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,136Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$611 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$340 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$291 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$203 Million0.51% of portfolio