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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 12,262 shares of SCHZ stock, worth $288,892. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,262
Previous 15,048 18.51%
Holding current value
$288,892
Previous $348,000 18.39%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 13, 2025
SELL
$22.68 - $23.28 $63,186 - $64,858
-2,786 Reduced 18.51%
12,262 $284,000
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
711
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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