Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Dividen 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 Us Dividen stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 156,667 shares of SCHD stock, worth $4.27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
156,667
Previous 134,251 16.7%
Holding current value
$4.27 Million
Previous $3.56 Million 20.24%
% of portfolio
0.19%
Previous 0.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$26.38 - $27.95 $591,334 - $626,527
22,416 Added 16.7%
156,667 $4.28 Million
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
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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