Evernest Financial Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 8,740 shares of SCHX stock, worth $566,789. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,740
Previous 8,719 0.24%
Holding current value
$566,789
Previous $518 Million 1.05%
% of portfolio
0.24%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$55.41 - $62.08 $1,163 - $1,303
21 Added 0.24%
8,740 $513 Million
Q4 2023

May 10, 2024
BUY
$48.47 - $56.6 $255,533 - $298,395
5,272 Added 60.32%
14,012 $790 Million
Q4 2021

Feb 13, 2024
BUY
N/A
8,719 New
8,719 $518 Million

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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