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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 143 shares of SCHG stock, worth $14,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares
143
Previous 198 27.78%
Holding current value
$14,761
Previous $18,000 27.78%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$80.6 - $93.32 $4,433 - $5,132
-55 Reduced 27.78%
143 $13,000
Q4 2023

Feb 09, 2024
SELL
$70.08 - $83.37 $16,398 - $19,508
-234 Reduced 54.17%
198 $16,000
Q3 2023

Nov 03, 2023
BUY
$71.99 - $78.02 $6,911 - $7,489
96 Added 28.57%
432 $31,000
Q2 2023

Aug 04, 2023
BUY
$63.6 - $74.95 $12,147 - $14,315
191 Added 131.72%
336 $25,000
Q1 2023

May 11, 2023
BUY
$54.19 - $65.17 $3,901 - $4,692
72 Added 98.63%
145 $9,000
Q3 2022

Nov 07, 2022
BUY
N/A
69 Added 1725.0%
73 $4,000
Q1 2022

May 25, 2022
BUY
N/A
2 Added 100.0%
4 $0
Q4 2021

Feb 07, 2022
BUY
N/A
2 New
2 $0

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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