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

Evernest Financial Advisors, LLC

$275 Million
Q2 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 20,681 shares of SCHM stock, worth $586,306. This represents 0.21% of its overall portfolio holdings.

Number of Shares

20,681

Previous 17,620 17.37%

Holding current value

$586,306

Previous $461,000 25.81%

% of portfolio

0.21%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,027

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

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