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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 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 78 shares of SCHV stock, worth $5,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
78
Previous 187 58.29%
Holding current value
$5,772
Previous $14,000 64.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
787
Shares Held
102M
Call Options Held
9.1K
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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