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 $54,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,310
Previous 2,310 -0.0%
Holding current value
$54,238
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
1,210
Shares Held
315M
Call Options Held
191K
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
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