Ever Source Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,029 shares of SCHM stock, worth $26,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,029
Previous 343 200.0%
Holding current value
$26,321
Previous $28,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$27.54 - $83.04 $18,892 - $56,965
686 Added 200.0%
1,029 $28,000
Q1 2024

Jun 11, 2024
BUY
$72.89 - $81.43 $10,787 - $12,051
148 Added 75.9%
343 $27,000
Q4 2022

Feb 09, 2023
BUY
$61.05 - $69.94 $11,904 - $13,638
195 New
195 $12,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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