Evernest Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 20,756 shares of SCHM stock, worth $605,244. This represents 0.19% of its overall portfolio holdings.

Number of Shares

20,756

Previous 20,681 0.36%

Holding current value

$605,244

Previous $580,000 6.03%

% of portfolio

0.19%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.15 - $30.13 $2,111 - $2,259	75 Added 0.36%	20,756 $615,000
Q2 2025 Jul 28, 2025	BUY	$22.92 - $28.05 $70,158 - $85,861	3,061 Added 17.37%	20,681 $580,000
Q1 2025 May 09, 2025	BUY	$25.58 - $29.24 $1,330 - $1,520	52 Added 0.3%	17,620 $461,000
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $323,209 - $974,557	11,736 Added 201.23%	17,568 $486,000
Q3 2024 Oct 21, 2024	BUY	$75.47 - $83.18 $3,094 - $3,410	41 Added 0.71%	5,832 $484,000

Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $1,384 - $1,547	19 Added 0.33%	5,791 $438 Million
Q4 2023 May 10, 2024	BUY	$63.01 - $75.95 $360,795 - $434,889	5,726 Added 98.88%	11,517 $867 Million
Q4 2021 Feb 13, 2024	BUY	$76.01 - $83.39 $438,729 - $481,327	5,772 New	5,772 $438 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History