Evernest Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 25,801 shares of SCHX stock, worth $684,758. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,801

Previous 25,760 0.16%

Holding current value

$684,758

Previous $629,000 7.95%

% of portfolio

0.21%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $1,002 - $1,086	41 Added 0.16%	25,801 $679,000
Q2 2025 Jul 28, 2025	BUY	$19.6 - $24.44 $862 - $1,075	44 Added 0.17%	25,760 $629,000
Q1 2025 May 09, 2025	BUY	$21.75 - $24.28 $978 - $1,092	45 Added 0.18%	25,716 $567,000
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $378,582 - $1.15 Million	16,901 Added 192.71%	25,671 $595,000
Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $1,833 - $2,035	30 Added 0.34%	8,770 $595,000

Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $1,163 - $1,303	21 Added 0.24%	8,740 $513 Million
Q4 2023 May 10, 2024	BUY	$48.47 - $56.6 $255,533 - $298,395	5,272 Added 60.32%	14,012 $790 Million
Q4 2021 Feb 13, 2024	BUY	$51.9 - $57.29 $452,516 - $499,511	8,719 New	8,719 $518 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Evernest Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History