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 729 shares of SCHC stock, worth $26,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares
729
Previous 729 -0.0%
Holding current value
$26,018
Previous $25,000 12.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024

BUY
$34.12 - $36.71 $24,873 - $26,761
729 New
729 $25,000
Q4 2023

Feb 09, 2024

BUY
$30.0 - $35.05 $300 - $350
10 Added 90.91%
21 $0
Q3 2023

Nov 03, 2023

BUY
$32.0 - $35.51 $352 - $390
11 New
11 $0

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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.