Ever Source Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 35,164 shares of SCHO stock, worth $858,353. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,164
Previous 33,849 3.88%
Holding current value
$858,353
Previous $823,000 4.13%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 13, 2025
BUY
$24.19 - $24.45 $31,809 - $32,151
1,315 Added 3.88%
35,164 $857,000
Q1 2025

May 13, 2025
SELL
$24.1 - $24.34 $426,570 - $430,818
-17,700 Reduced 34.34%
33,849 $823,000
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $737,270 - $1.5 Million
30,643 Added 146.58%
51,549 $1.24 Million
Q3 2024

Nov 08, 2024
SELL
$47.93 - $49.06 $165,118 - $169,011
-3,445 Reduced 14.15%
20,906 $1.02 Million
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $331,767 - $334,407
6,948 Added 39.92%
24,351 $1.17 Million
Q1 2024

Jun 11, 2024
BUY
$48.05 - $48.63 $3,651 - $3,695
76 Added 0.44%
17,403 $838,000
Q4 2023

Feb 09, 2024
BUY
$47.66 - $48.45 $276,285 - $280,864
5,797 Added 50.28%
17,327 $839,000
Q3 2023

Nov 03, 2023
BUY
$47.78 - $48.2 $53,370 - $53,839
1,117 Added 10.73%
11,530 $552,000
Q2 2023

Aug 04, 2023
BUY
$48.06 - $48.89 $66,418 - $67,565
1,382 Added 15.3%
10,413 $500,000
Q1 2023

May 11, 2023
BUY
$47.8 - $49.0 $136,516 - $139,944
2,856 Added 46.25%
9,031 $440,000
Q4 2022

Feb 09, 2023
BUY
$47.89 - $48.47 $188,351 - $190,632
3,933 Added 175.42%
6,175 $297,000
Q3 2022

Nov 07, 2022
BUY
$48.15 - $49.37 $107,952 - $110,687
2,242 New
2,242 $108,000

Others Institutions Holding SCHO

# of Institutions
710
Shares Held
319M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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