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

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 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 16,082 shares of SCHA stock, worth $432,927. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,082
Previous 11,044 45.62%
Holding current value
$432,927
Previous $568,000 26.94%
% of portfolio
0.11%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.33 - $51.16 $127,612 - $257,744
5,038 Added 45.62%
16,082 $415,000
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
1,158
Shares Held
165M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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