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

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025

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 15,038 shares of SCHD stock, worth $401,514. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,038
Previous 14,098 6.67%
Holding current value
$401,514
Previous $385,000 7.53%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $25,389 - $26,827
940 Added 6.67%
15,038 $414,000
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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