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

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

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 5,832 shares of SCHM stock, worth $168,194. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,832
Previous 5,791 0.71%
Holding current value
$168,194
Previous $450,000 7.56%
% of portfolio
0.13%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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