Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,260 shares of SCHM stock, worth $415,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,260
Previous 1,029 1285.81%
Holding current value
$415,821
Previous $28,000 1407.14%
% of portfolio
0.02%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$28.15 - $30.13 $372,452 - $398,650
13,231 Added 1285.81%
14,260 $422,000
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $18,892 - $56,965
686 Added 200.0%
1,029 $28,000
Q1 2024

Jun 11, 2024
BUY
$72.89 - $81.43 $10,787 - $12,051
148 Added 75.9%
343 $27,000
Q4 2022

Feb 09, 2023
BUY
$61.05 - $69.94 $11,904 - $13,638
195 New
195 $12,000

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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