Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 539 shares of SCHE stock, worth $18,266. This represents 0.0% of its overall portfolio holdings.

Number of Shares
539
Previous 38 1318.42%
Holding current value
$18,266
Previous $1,000 1500.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.38 - $30.18 $12,214 - $15,120
501 Added 1318.42%
539 $16,000
Q4 2024

Feb 07, 2025
SELL
$26.63 - $30.23 $2,982 - $3,385
-112 Reduced 74.67%
38 $1,000
Q1 2024

Jun 11, 2024
SELL
$23.47 - $25.45 $21,967 - $23,821
-936 Reduced 86.19%
150 $3,000
Q4 2023

Feb 09, 2024
BUY
$23.04 - $24.89 $207 - $224
9 Added 0.84%
1,086 $26,000
Q3 2023

Nov 03, 2023
BUY
$23.83 - $26.11 $21,542 - $23,603
904 Added 522.54%
1,077 $25,000
Q2 2023

Aug 04, 2023
SELL
$23.66 - $25.54 $5,678 - $6,129
-240 Reduced 58.11%
173 $4,000
Q1 2023

May 11, 2023
BUY
$23.32 - $26.39 $5,596 - $6,333
240 Added 138.73%
413 $10,000
Q4 2022

Feb 09, 2023
BUY
$21.59 - $24.95 $3,238 - $3,742
150 Added 652.17%
173 $4,000
Q1 2022

May 25, 2022
SELL
$25.61 - $30.82 $1,126 - $1,356
-44 Reduced 65.67%
23 $1,000
Q4 2021

Feb 07, 2022
BUY
$28.68 - $31.96 $1,921 - $2,141
67 New
67 $2,000

Others Institutions Holding SCHE

# of Institutions
866
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email