Ever Source Wealth Advisors, LLC Schwab Strategic Tr Long Term 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 Tr Long Term stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,851 shares of SCHQ stock, worth $123,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,851
Previous 3,772 2.09%
Holding current value
$123,848
Previous $120,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$30.81 - $32.63 $2,433 - $2,577
79 Added 2.09%
3,851 $124,000
Q3 2024

Nov 08, 2024
BUY
$32.17 - $35.98 $121,345 - $135,716
3,772 New
3,772 $131,000

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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