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

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 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 $30,568. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,112
Previous 238 367.23%
Holding current value
$30,568
Previous $11,000 372.73%
% 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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email