Ever Source Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,772 shares of SCHQ stock, worth $124,174. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,772
Previous 3,772
-0.0%
Holding current value
$124,174
Previous $123,000
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
111Shares Held
14.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.15MShares$104 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.39MShares$45.7 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC952KShares$31.3 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA816KShares$26.9 Million0.08% of portfolio
-
Toroso Investments, LLC Massapequa, NY686KShares$22.6 Million0.17% of portfolio