Ever Source Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 122 shares of SCHI stock, worth $5,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 254 51.97%
Holding current value
$5,414
Previous $11,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 11, 2024
SELL
$43.87 - $44.99 $5,790 - $5,938
-132 Reduced 51.97%
122 $5,000
Q4 2023

Feb 09, 2024
BUY
$40.96 - $45.17 $1,925 - $2,122
47 Added 22.71%
254 $11,000
Q3 2023

Nov 03, 2023
BUY
$42.12 - $44.19 $8,718 - $9,147
207 New
207 $8,000

Others Institutions Holding SCHI

# of Institutions
181
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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