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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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 150 shares of SCHE stock, worth $4,068. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 150 -0.0%

Holding current value

$4,068

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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 Emergin Transaction History