Ever Source Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 22,298 shares of SCHC stock, worth $1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,298
Previous 10
222880.0%
Holding current value
$1 Million
Previous $0
Infinity%
% of portfolio
0.05%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
513Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio