Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

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 41,388 shares of SCHH stock, worth $877,425. This represents 0.04% of its overall portfolio holdings.

Number of Shares

41,388

Previous 102 40476.47%

Holding current value

$877,425

Previous $2,000 44500.0%

% of portfolio

0.04%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$20.76 - $21.78 $857,097 - $899,209	41,286 Added 40476.47%	41,388 $892,000
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

601

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History