Sovereign Financial Group, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 26,065 shares of SCHF stock, worth $623,735. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,065
Previous 24,060
8.33%
Holding current value
$623,735
Previous $560,000
11.25%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,575Shares Held
1.51BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio