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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 27,801 shares of SCHX stock, worth $727,274. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,801
Previous 29,201 4.79%
Holding current value
$727,274
Previous $644,000 5.43%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$19.6 - $24.44 $27,440 - $34,216
-1,400 Reduced 4.79%
27,801 $679,000
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
1,569
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
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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