Evernest Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 11,044 shares of SCHA stock, worth $307,685. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,044

Previous 7,996 38.12%

Holding current value

$307,685

Previous $379,000 49.87%

% of portfolio

0.16%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$46.9 - $51.96 $142,951 - $158,374	3,048 Added 38.12%	11,044 $568,000
Q2 2024 Aug 07, 2024	SELL	$45.24 - $49.04 $3,528 - $3,825	-78 Reduced 0.97%	7,996 $379,000
Q1 2024 May 10, 2024	BUY	$44.84 - $49.24 $1,479 - $1,624	33 Added 0.41%	8,074 $367 Million
Q4 2023 May 10, 2024	BUY	$38.13 - $48.02 $189,620 - $238,803	4,973 Added 61.59%	13,047 $616 Million
Q4 2021 Feb 13, 2024	BUY	$48.64 - $55.07 $391,114 - $442,817	8,041 New	8,041 $376 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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Evernest Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History