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 $75,376. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,733
Previous 2,711 0.81%
Holding current value
$75,376
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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