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

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 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 8,074 shares of SCHA stock, worth $380,769. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,074
Previous 8,041 0.41%
Holding current value
$380,769
Previous $376 Million 2.56%
% of portfolio
0.17%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
8,041 New
8,041 $376 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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