Sovereign Financial Group, Inc.'s ownership history for SCHD

Sovereign Financial Group, Inc. currently holds 16.0K shares with a market value of $439.9K. It started holding SCHD on 2024-09-30. At its peak, it held 16.4K shares on 2025-06-30. Its highest holding value was $442.2K on 2025-09-30. At its lowest, it held 2.7K shares on 2024-09-30, with a value of $231.1K on 2024-09-30. In the recent 180 days, Sovereign Financial Group, Inc. has decreased its shares by 313. In the recent year, Sovereign Financial Group, Inc. has increased its shares by 1.9K.