Ever Source Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,961 shares of SCHR stock, worth $364,898. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,961
Previous 21,091 29.06%
Holding current value
$364,898
Previous $1.03 Million 26.36%
% of portfolio
0.05%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$48.4 - $50.91 $296,692 - $312,078
-6,130 Reduced 29.06%
14,961 $757,000
Q2 2024

Aug 13, 2024
BUY
$47.85 - $49.0 $299,110 - $306,299
6,251 Added 42.12%
21,091 $1.03 Million
Q1 2024

Jun 11, 2024
BUY
$48.64 - $49.88 $1,945 - $1,995
40 Added 0.27%
14,840 $727,000
Q4 2023

Feb 09, 2024
SELL
$47.09 - $49.87 $26,888 - $28,475
-571 Reduced 3.71%
14,800 $735,000
Q3 2023

Nov 03, 2023
SELL
$47.78 - $49.59 $911,260 - $945,780
-19,072 Reduced 55.37%
15,371 $736,000
Q2 2023

Aug 04, 2023
SELL
$49.25 - $50.96 $51,958 - $53,762
-1,055 Reduced 2.97%
34,443 $1.7 Million
Q1 2023

May 11, 2023
SELL
$48.55 - $50.78 $1,602 - $1,675
-33 Reduced 0.09%
35,498 $1.79 Million
Q4 2022

Feb 09, 2023
BUY
$48.12 - $50.24 $1.03 Million - $1.07 Million
21,378 Added 151.05%
35,531 $1.75 Million
Q3 2022

Nov 07, 2022
SELL
$48.68 - $52.54 $805,654 - $869,537
-16,550 Reduced 53.9%
14,153 $697,000
Q2 2022

Aug 01, 2022
SELL
$50.08 - $52.78 $339,943 - $358,270
-6,788 Reduced 18.11%
30,703 $1.58 Million
Q1 2022

May 25, 2022
BUY
$52.72 - $55.84 $1.98 Million - $2.09 Million
37,491 New
37,491 $2 Million

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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