Ever Source Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,048 shares of SCHZ stock, worth $345,502. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,048

Previous 17,428 13.66%

Holding current value

$345,502

Previous $395,000 11.9%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$22.46 - $23.26 $53,454 - $55,358	-2,380 Reduced 13.66%	15,048 $348,000
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $194,301 - $408,092	8,586 Added 97.1%	17,428 $395,000
Q3 2024 Nov 08, 2024	BUY	$45.2 - $47.87 $25,357 - $26,855	561 Added 6.77%	8,842 $420,000
Q2 2024 Aug 13, 2024	SELL	$44.66 - $45.99 $88,248 - $90,876	-1,976 Reduced 19.26%	8,281 $377,000
Q1 2024 Jun 11, 2024	BUY	$45.44 - $46.67 $94,878 - $97,446	2,088 Added 25.56%	10,257 $471,000
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $335,067 - $364,150	7,776 Added 1978.63%	8,169 $380,000
Q3 2023 Nov 03, 2023	SELL	$44.14 - $46.33 $46,832 - $49,156	-1,061 Reduced 72.97%	393 $17,000
Q2 2023 Aug 04, 2023	SELL	$45.86 - $47.33 $22,517 - $23,239	-491 Reduced 25.24%	1,454 $67,000
Q1 2023 May 11, 2023	BUY	$45.33 - $47.44 $63,733 - $66,700	1,406 Added 260.85%	1,945 $91,000
Q4 2022 Feb 09, 2023	BUY	$44.04 - $47.03 $10,613 - $11,334	241 Added 80.87%	539 $24,000
Q3 2022 Nov 07, 2022	BUY	$44.98 - $49.09 $6,477 - $7,068	144 Added 93.51%	298 $13,000
Q2 2022 Aug 01, 2022	BUY	$46.62 - $50.36 $1,864 - $2,014	40 Added 35.09%	154 $7,000
Q1 2022 May 25, 2022	BUY	$50.05 - $53.52 $5,705 - $6,101	114 New	114 $6,000

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Ever Source Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History