Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,310 shares of SCHB stock, worth $53,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,310
Previous 2,310 -0.0%
Holding current value
$53,730
Previous $145,000 5.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024
BUY
$57.57 - $63.3 $100,862 - $110,901
1,752 Added 313.98%
2,310 $145,000
Q1 2024

Jun 11, 2024
SELL
$54.61 - $61.05 $3,058 - $3,418
-56 Reduced 9.12%
558 $34,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $2,666 - $3,130
56 Added 10.04%
614 $34,000
Q3 2023

Nov 03, 2023
SELL
$49.59 - $53.57 $142,025 - $153,424
-2,864 Reduced 83.69%
558 $27,000
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $112,992 - $124,080
2,400 Added 234.83%
3,422 $176,000
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $2,134 - $2,363
-48 Reduced 4.49%
1,022 $48,000
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $36,907 - $42,072
880 Added 463.16%
1,070 $47,000
Q3 2022

Nov 07, 2022
SELL
$41.99 - $50.63 $671 - $810
-16 Reduced 7.77%
190 $8,000
Q2 2022

Aug 01, 2022
BUY
$42.93 - $53.98 $171 - $215
4 Added 1.98%
206 $9,000
Q1 2022

May 25, 2022
BUY
$49.15 - $56.85 $4,767 - $5,514
97 Added 92.38%
202 $11,000
Q4 2021

Feb 07, 2022
BUY
$51.87 - $56.86 $5,446 - $5,970
105 New
105 $12,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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