Ever Source Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

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 80,289 shares of SCHV stock, worth $2.33 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
80,289
Previous 111 72232.43%
Holding current value
$2.33 Million
Previous $3,000 77800.0%
% of portfolio
0.11%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$27.61 - $29.15 $2.21 Million - $2.34 Million
80,178 Added 72232.43%
80,289 $2.34 Million
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
975
Shares Held
358M
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
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