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 $162,304. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,832

Previous 5,791 0.71%

Holding current value

$162,304

Previous $450,000 7.56%

% of portfolio

0.13%

Previous 0.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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