Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19,045 shares of SCHG stock, worth $604,488. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,045
Previous 9,846 93.43%
Holding current value
$604,488
Previous $246,000 126.02%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$22.27 - $29.21 $204,861 - $268,702
9,199 Added 93.43%
19,045 $556,000
Q1 2025

May 13, 2025
BUY
$24.91 - $29.02 $233,406 - $271,917
9,370 Added 1968.49%
9,846 $246,000
Q4 2024

Feb 07, 2025
BUY
$25.93 - $105.3 $9,049 - $36,749
349 Added 274.8%
476 $13,000
Q3 2024

Nov 08, 2024
SELL
$92.63 - $105.69 $1,482 - $1,691
-16 Reduced 11.19%
127 $13,000
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
$55.81 - $69.25 $3,850 - $4,778
69 Added 1725.0%
73 $4,000
Q1 2022

May 25, 2022
BUY
$65.63 - $82.62 $131 - $165
2 Added 100.0%
4 $0
Q4 2021

Feb 07, 2022
BUY
$73.11 - $83.4 $146 - $166
2 New
2 $0

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
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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