Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 126,153 shares of SCHD stock, worth $3.6 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
126,153
Previous 59,897
110.62%
Holding current value
$3.6 Million
Previous $5.06 Million
31.94%
% of portfolio
0.21%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio