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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 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 29,201 shares of SCHX stock, worth $737,033. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,201

Previous 38,211 23.58%

Holding current value

$737,033

Previous $885,000 27.23%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $195,967 - $218,762	-9,010 Reduced 23.58%	29,201 $644,000
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $586,745 - $1.79 Million	26,194 Added 217.97%	38,211 $885,000
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $44,060 - $48,919	721 Added 6.38%	12,017 $815,000
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $58,230 - $64,261	992 Added 9.63%	11,296 $725,000
Q1 2024 Jun 11, 2024	BUY	$55.41 - $62.08 $404,548 - $453,246	7,301 Added 243.12%	10,304 $639,000
Q4 2023 Feb 09, 2024	BUY	$48.47 - $56.6 $727 - $849	15 Added 0.5%	3,003 $169,000
Q3 2023 Nov 03, 2023	BUY	$50.36 - $54.21 $21,554 - $23,201	428 Added 16.72%	2,988 $151,000
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $38,708 - $42,524	812 Added 46.45%	2,560 $134,000
Q3 2022 Nov 07, 2022	BUY	$42.35 - $51.01 $72,079 - $86,819	1,702 Added 3700.0%	1,748 $74,000
Q1 2022 May 25, 2022	BUY	$49.51 - $57.27 $1,831 - $2,118	37 Added 411.11%	46 $2,000
Q4 2021 Feb 07, 2022	BUY	$51.9 - $57.29 $467 - $515	9 New	9 $1,000

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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