Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,112 shares of SCHA stock, worth $31,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,112
Previous 1,112 -0.0%
Holding current value
$31,258
Previous $52,000 9.62%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$45.24 - $49.04 $39,539 - $42,860
874 Added 367.23%
1,112 $52,000
Q1 2024

Jun 11, 2024
SELL
$44.84 - $49.24 $11,254 - $12,359
-251 Reduced 51.33%
238 $11,000
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $266 - $336
7 Added 1.45%
489 $23,000
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $11,601 - $13,092
-284 Reduced 37.08%
482 $19,000
Q2 2023

Aug 04, 2023
BUY
$39.91 - $43.82 $9,738 - $10,692
244 Added 46.74%
766 $33,000
Q4 2022

Feb 09, 2023
SELL
$38.25 - $43.54 $10,059 - $11,451
-263 Reduced 33.5%
522 $21,000
Q3 2022

Nov 07, 2022
BUY
$37.65 - $45.9 $12,311 - $15,009
327 Added 71.4%
785 $30,000
Q2 2022

Aug 01, 2022
BUY
$37.88 - $48.01 $227 - $288
6 Added 1.33%
458 $18,000
Q1 2022

May 25, 2022
BUY
$44.42 - $51.73 $10,038 - $11,690
226 Added 100.0%
452 $21,000
Q4 2021

Feb 07, 2022
BUY
$48.64 - $55.07 $10,992 - $12,445
226 New
226 $23,000

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
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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