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Schwab Strategic Tr us dividend eq shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 2.7k 84.54
2024-06-30 $211k 2.7k 77.75
2024-03-31 $219k 2.7k 80.62