Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 7,005 shares of SCHB stock, worth $180,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,005

Previous 7,005 -0.0%

Holding current value

$180,238

Previous $150,000 10.67%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $103,336 - $313,719	4,695 Added 203.25%	7,005 $159,000
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

1,347

Shares Held

564M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History