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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 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 238 shares of SCHA stock, worth $11,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares

238

Previous 489 51.33%

Holding current value

$11,176

Previous $24,000 54.17%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$39.61 - $43.54 $10,417 - $11,451	-263 Reduced 33.5%	522 $21,000

Q3 2022 Nov 07, 2022	BUY	N/A	327 Added 71.4%	785 $30,000
Q2 2022 Aug 01, 2022	BUY	N/A	6 Added 1.33%	458 $18,000
Q1 2022 May 25, 2022	BUY	N/A	226 Added 100.0%	452 $21,000
Q4 2021 Feb 07, 2022	BUY	N/A	226 New	226 $23,000

Others Institutions Holding SCHA

# of Institutions

1,104

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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