Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 134,251 shares of SCHD stock, worth $3.57 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

134,251

Previous 121,345 10.64%

Holding current value

$3.57 Million

Previous $3.39 Million 4.86%

% of portfolio

0.18%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.32 - $27.87 $313,873 - $359,690	12,906 Added 10.64%	134,251 $3.56 Million
Q1 2025 May 13, 2025	SELL	$27.01 - $28.54 $129,864 - $137,220	-4,808 Reduced 3.81%	121,345 $3.39 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $1.78 Million - $5.63 Million	66,256 Added 110.62%	126,153 $3.45 Million
Q3 2024 Nov 08, 2024	BUY	$77.02 - $85.06 $142,641 - $157,531	1,852 Added 3.19%	59,897 $5.06 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $205,369 - $217,126	2,709 Added 4.9%	58,045 $4.51 Million
Q1 2024 Jun 11, 2024	BUY	$75.25 - $80.63 $610,954 - $654,634	8,119 Added 17.2%	55,336 $4.46 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $222,843 - $254,221	-3,331 Reduced 6.59%	47,217 $3.59 Million
Q3 2023 Nov 03, 2023	SELL	$70.63 - $75.66 $344,886 - $369,447	-4,883 Reduced 8.81%	50,548 $3.58 Million
Q2 2023 Aug 04, 2023	SELL	$69.18 - $73.94 $56,589 - $60,482	-818 Reduced 1.45%	55,431 $4.03 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $273,600 - $303,770	3,893 Added 7.44%	56,249 $4.12 Million
Q4 2022 Feb 09, 2023	SELL	$67.16 - $79.06 $84,688 - $99,694	-1,261 Reduced 2.35%	52,356 $3.95 Million
Q3 2022 Nov 07, 2022	SELL	$66.43 - $77.87 $644,769 - $755,806	-9,706 Reduced 15.33%	53,617 $3.56 Million
Q2 2022 Aug 01, 2022	BUY	$70.31 - $80.24 $1.27 Million - $1.44 Million	18,006 Added 39.73%	63,323 $4.54 Million
Q1 2022 May 25, 2022	BUY	$75.14 - $81.94 $603,299 - $657,896	8,029 Added 21.53%	45,317 $3.58 Million
Q4 2021 Feb 07, 2022	BUY	$74.93 - $80.86 $2.79 Million - $3.02 Million	37,288 New	37,288 $3.01 Million

Others Institutions Holding SCHD

# of Institutions

2,018

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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