Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 343 shares of SCHM stock, worth $26,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares
343
Previous 195 75.9%
Holding current value
$26,582
Previous $15,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.3 - $69.94 $12,538 - $13,638
195 New
195 $12,000

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
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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