Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 111 shares of SCHV stock, worth $2,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Holding current value
$2,971
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.79 - $80.4 $2,862 - $8,924
111 New
111 $2,000
Q1 2024

Jun 11, 2024
SELL
$68.82 - $75.98 $7,501 - $8,281
-109 Reduced 58.29%
78 $5,000
Q3 2023

Nov 03, 2023
BUY
$64.45 - $69.39 $5,607 - $6,036
87 Added 87.0%
187 $12,000
Q2 2023

Aug 04, 2023
SELL
$63.33 - $67.21 $9,689 - $10,283
-153 Reduced 60.47%
100 $6,000
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $15,835 - $17,532
253 New
253 $16,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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