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

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 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 14,098 shares of SCHD stock, worth $392,347. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,098
Previous 2,733 415.84%
Holding current value
$392,347
Previous $231,000 66.67%
% of portfolio
0.09%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $306,059 - $965,456
11,365 Added 415.84%
14,098 $385,000
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
1,822
Shares Held
430M
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
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