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

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 7,880 shares of SCHX stock, worth $209,056. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,880
Previous 8,580 8.16%
Holding current value
$209,056
Previous $209,000 0.96%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$24.46 - $26.5 $17,122 - $18,550
-700 Reduced 8.16%
7,880 $207,000
Q2 2025

Jul 25, 2025
BUY
$19.6 - $24.44 $168,168 - $209,695
8,580 New
8,580 $209,000

Others Institutions Holding SCHX

# of Institutions
1,602
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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