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

Sovereign Financial Group, Inc.

$536 Million
Q4 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 16,039 shares of SCHD stock, worth $436,902. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,039

Previous 16,198 0.98%

Holding current value

$436,902

Previous $442,000 1.36%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$26.44 - $27.53 $4,203 - $4,377	-159 Reduced 0.98%	16,039 $436,000
Q3 2025 Oct 17, 2025	SELL	$26.38 - $27.95 $4,062 - $4,304	-154 Reduced 0.94%	16,198 $442,000
Q2 2025 Jul 25, 2025	BUY	$24.32 - $27.87 $31,956 - $36,621	1,314 Added 8.74%	16,352 $433,000
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

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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