Ever Source Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,735 shares of SCHF stock, worth $123,703. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,735
Previous 4,854 18.15%
Holding current value
$123,703
Previous $89,000 26.97%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$18.36 - $20.51 $16,175 - $18,069
881 Added 18.15%
5,735 $113,000
Q4 2024

Feb 07, 2025
BUY
$18.41 - $40.87 $6,461 - $14,345
351 Added 7.79%
4,854 $89,000
Q3 2024

Nov 08, 2024
SELL
$36.98 - $41.55 $3,365 - $3,781
-91 Reduced 1.98%
4,503 $185,000
Q2 2024

Aug 13, 2024
BUY
$37.19 - $39.82 $33,805 - $36,196
909 Added 24.67%
4,594 $176,000
Q1 2024

Jun 11, 2024
BUY
$35.71 - $39.11 $29,710 - $32,539
832 Added 29.16%
3,685 $143,000
Q4 2023

Feb 09, 2024
BUY
$32.37 - $37.01 $78,820 - $90,119
2,435 Added 582.54%
2,853 $105,000
Q3 2023

Nov 03, 2023
SELL
$33.82 - $36.71 $21,171 - $22,980
-626 Reduced 59.96%
418 $14,000
Q2 2023

Aug 04, 2023
BUY
$34.48 - $36.54 $9,895 - $10,486
287 Added 37.91%
1,044 $37,000
Q1 2023

May 11, 2023
BUY
$32.42 - $35.44 $14,686 - $16,054
453 Added 149.01%
757 $26,000
Q4 2022

Feb 09, 2023
BUY
$28.0 - $33.87 $2,100 - $2,540
75 Added 32.75%
304 $9,000
Q4 2021

Feb 07, 2022
BUY
$37.77 - $40.6 $8,649 - $9,297
229 New
229 $9,000

Others Institutions Holding SCHF

# of Institutions
1,415
Shares Held
1.54B
Call Options Held
52.9K
Put Options Held
3.9K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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