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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 33,849 shares of SCHO stock, worth $823,207. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,849
Previous 51,549 34.34%
Holding current value
$823,207
Previous $1.24 Million 33.63%
% of portfolio
0.05%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
692
Shares Held
307M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email