Ever Source Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,854 shares of SCHF stock, worth $96,060. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,854

Previous 4,503 7.79%

Holding current value

$96,060

Previous $185,000 51.89%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$18.41 - $40.87 $6,461 - $14,345	351 Added 7.79%	4,854 $89,000
Q3 2024 Nov 08, 2024	SELL	$36.98 - $41.55 $3,365 - $3,781	-91 Reduced 1.98%	4,503 $185,000
Q2 2024 Aug 13, 2024	BUY	$37.19 - $39.82 $33,805 - $36,196	909 Added 24.67%	4,594 $176,000
Q1 2024 Jun 11, 2024	BUY	$35.71 - $39.11 $29,710 - $32,539	832 Added 29.16%	3,685 $143,000
Q4 2023 Feb 09, 2024	BUY	$32.37 - $37.01 $78,820 - $90,119	2,435 Added 582.54%	2,853 $105,000
Q3 2023 Nov 03, 2023	SELL	$33.82 - $36.71 $21,171 - $22,980	-626 Reduced 59.96%	418 $14,000
Q2 2023 Aug 04, 2023	BUY	$34.48 - $36.54 $9,895 - $10,486	287 Added 37.91%	1,044 $37,000
Q1 2023 May 11, 2023	BUY	$32.42 - $35.44 $14,686 - $16,054	453 Added 149.01%	757 $26,000
Q4 2022 Feb 09, 2023	BUY	$28.0 - $33.87 $2,100 - $2,540	75 Added 32.75%	304 $9,000
Q4 2021 Feb 07, 2022	BUY	$37.77 - $40.6 $8,649 - $9,297	229 New	229 $9,000

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.42B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History