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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 17,110 shares of SCHR stock, worth $425,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,110

Previous 19,196 10.87%

Holding current value

$425,012

Previous $466,000 8.8%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$24.05 - $24.86 $50,168 - $51,857	-2,086 Reduced 10.87%	17,110 $425,000
Q4 2024 Feb 07, 2025	BUY	$24.19 - $50.58 $102,444 - $214,206	4,235 Added 28.31%	19,196 $466,000
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

485

Shares Held

363M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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