Sovereign Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Sovereign Financial Group, Inc.

  • $421 Million
  • Q3 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,733 shares of SCHD stock, worth $75,403. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,733
Previous 2,711 0.81%
Holding current value
$75,403
Previous $210,000 10.0%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $1,694 - $1,871
22 Added 0.81%
2,733 $231,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $204,002 - $218,587
2,711 New
2,711 $218,000

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email