Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 102 shares of SCHH stock, worth $2,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 102 -0.0%
Holding current value
$2,252
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$18.53 - $20.2 $37 - $40
2 Added 2.0%
102 $2,000
Q1 2024

Jun 11, 2024
SELL
$19.39 - $20.93 $1,919 - $2,072
-99 Reduced 49.75%
100 $2,000
Q4 2023

Feb 09, 2024
BUY
$16.76 - $20.95 $1,340 - $1,676
80 Added 67.23%
199 $4,000
Q3 2023

Nov 03, 2023
BUY
$17.52 - $20.27 $332 - $385
19 Added 19.0%
119 $2,000
Q2 2023

Aug 04, 2023
SELL
$18.34 - $19.64 $2,365 - $2,533
-129 Reduced 56.33%
100 $1,000
Q1 2023

May 11, 2023
BUY
$18.01 - $21.78 $2,323 - $2,809
129 Added 129.0%
229 $4,000
Q4 2022

Feb 09, 2023
BUY
$17.68 - $20.46 $1,768 - $2,046
100 New
100 $1,000

Others Institutions Holding SCHH

# of Institutions
552
Shares Held
184M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email