Ever Source Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 22,160 shares of SCHP stock, worth $584,802. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,160

Previous 13,097 69.2%

Holding current value

$584,802

Previous $702,000 18.52%

% of portfolio

0.03%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.74 - $53.78 $233,281 - $487,408	9,063 Added 69.2%	22,160 $572,000
Q3 2024 Nov 08, 2024	SELL	$51.58 - $53.79 $174,959 - $182,455	-3,392 Reduced 20.57%	13,097 $702,000
Q2 2024 Aug 13, 2024	BUY	$51.1 - $52.24 $336,800 - $344,313	6,591 Added 66.59%	16,489 $857,000
Q1 2024 Jun 11, 2024	BUY	$51.32 - $52.45 $228,117 - $233,140	4,445 Added 81.51%	9,898 $516,000
Q4 2023 Feb 09, 2024	BUY	$49.69 - $52.46 $45,168 - $47,686	909 Added 20.0%	5,453 $284,000
Q3 2023 Nov 03, 2023	SELL	$50.37 - $52.48 $4,029 - $4,198	-80 Reduced 1.73%	4,544 $229,000
Q2 2023 Aug 04, 2023	SELL	$52.18 - $54.02 $887 - $918	-17 Reduced 0.37%	4,624 $242,000
Q1 2023 May 11, 2023	BUY	$51.68 - $53.62 $18,398 - $19,088	356 Added 8.31%	4,641 $248,000
Q4 2022 Feb 09, 2023	BUY	$51.47 - $53.83 $100,778 - $105,399	1,958 Added 84.14%	4,285 $221,000
Q3 2022 Nov 07, 2022	SELL	$51.8 - $57.88 $29,785 - $33,281	-575 Reduced 19.81%	2,327 $121,000
Q2 2022 Aug 01, 2022	SELL	$55.59 - $60.15 $84,052 - $90,946	-1,512 Reduced 34.25%	2,902 $162,000
Q1 2022 May 25, 2022	BUY	$59.94 - $62.99 $49,570 - $52,092	827 Added 23.06%	4,414 $268,000
Q4 2021 Feb 07, 2022	BUY	$62.25 - $63.89 $223,290 - $229,173	3,587 New	3,587 $226,000

Others Institutions Holding SCHP

# of Institutions

712

Shares Held

285M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Ever Source Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History