Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 102 shares of SCHH stock, worth $2,336. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 100 2.0%
Holding current value
$2,336
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$18.53 - $20.2 $37 - $40
2 Added 2.0%
102 $2,000
Q1 2024

Jun 11, 2024
SELL
$19.39 - $20.93 $1,919 - $2,072
-99 Reduced 49.75%
100 $2,000
Q4 2023

Feb 09, 2024
BUY
$16.76 - $20.95 $1,340 - $1,676
80 Added 67.23%
199 $4,000
Q3 2023

Nov 03, 2023
BUY
$17.52 - $20.27 $332 - $385
19 Added 19.0%
119 $2,000
Q2 2023

Aug 04, 2023
SELL
$18.34 - $19.64 $2,365 - $2,533
-129 Reduced 56.33%
100 $1,000
Q1 2023

May 11, 2023
BUY
$18.01 - $21.78 $2,323 - $2,809
129 Added 129.0%
229 $4,000
Q4 2022

Feb 09, 2023
BUY
$17.68 - $20.46 $1,768 - $2,046
100 New
100 $1,000

Others Institutions Holding SCHH

# of Institutions
499
Shares Held
255M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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