Ever Source Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
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 4,594 shares of SCHF stock, worth $189,778. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,594
Previous 3,685
24.67%
Holding current value
$189,778
Previous $143,000
23.08%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$6.06 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.87 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.3 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.22 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.95 Billion11.16% of portfolio