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 10,304 shares of SCHX stock, worth $668,214. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,304
Previous 3,003 243.12%
Holding current value
$668,214
Previous $186,000 243.55%
% of portfolio
0.05%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
1,702 Added 3700.0%
1,748 $74,000
Q1 2022

May 25, 2022
BUY
N/A
37 Added 411.11%
46 $2,000
Q4 2021

Feb 07, 2022
BUY
N/A
9 New
9 $1,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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