Sovereign Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 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 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
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio