Charles Schwab Investment Management Inc Ever Commerce Inc. Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Ever Commerce Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 145,432 shares of EVCM stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

145,432

Previous 162,862 10.7%

Holding current value

$1.63 Million

Previous $1.64 Million 6.95%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$9.32 - $11.37 $162,447 - $198,179	-17,430 Reduced 10.7%	145,432 $1.53 Million
Q1 2025 Sep 15, 2025	BUY	$8.95 - $11.02 $155,998 - $192,078	17,430 Added 11.98%	162,862 $1.64 Million
Q1 2025 May 09, 2025	SELL	$8.95 - $11.02 $51,238 - $63,089	-5,725 Reduced 3.4%	162,862 $1.64 Million
Q4 2024 Feb 06, 2025	BUY	$9.97 - $12.22 $10,887 - $13,344	1,092 Added 0.65%	168,587 $1.86 Million
Q3 2024 Nov 12, 2024	SELL	$9.67 - $12.14 $81,846 - $102,752	-8,464 Reduced 4.81%	167,495 $1.74 Million
Q2 2024 Aug 12, 2024	SELL	$8.59 - $10.98 $18,331 - $23,431	-2,134 Reduced 1.2%	175,959 $1.93 Million
Q1 2024 May 08, 2024	BUY	$8.45 - $10.6 $26,532 - $33,284	3,140 Added 1.79%	178,093 $1.68 Million
Q4 2023 Feb 06, 2024	SELL	$7.88 - $11.2 $7,391 - $10,505	-938 Reduced 0.53%	174,953 $1.93 Million
Q3 2023 Nov 08, 2023	SELL	$9.5 - $12.18 $250,477 - $321,137	-26,366 Reduced 13.04%	175,891 $1.76 Million
Q2 2023 Aug 09, 2023	BUY	$10.31 - $13.01 $3,660 - $4,618	355 Added 0.18%	202,257 $2.39 Million
Q1 2023 May 11, 2023	SELL	$7.51 - $11.03 $24,219 - $35,571	-3,225 Reduced 1.57%	201,902 $2.14 Million
Q4 2022 Feb 13, 2023	BUY	$5.94 - $11.25 $20,540 - $38,902	3,458 Added 1.71%	205,127 $1.53 Million
Q3 2022 Nov 14, 2022	BUY	$9.24 - $12.96 $511,868 - $717,945	55,397 Added 37.87%	201,669 $2.21 Million
Q2 2022 Aug 15, 2022	SELL	$7.85 - $14.04 $132,743 - $237,416	-16,910 Reduced 10.36%	146,272 $1.32 Million
Q1 2022 May 13, 2022	BUY	$10.85 - $15.45 $357,963 - $509,726	32,992 Added 25.34%	163,182 $2.16 Million
Q4 2021 Feb 11, 2022	BUY	$15.34 - $21.24 $27,826 - $38,529	1,814 Added 1.41%	130,190 $2.05 Million
Q3 2021 Nov 16, 2021	BUY	$15.63 - $22.92 $2.01 Million - $2.94 Million	128,376 New	128,376 $2.12 Million

Others Institutions Holding EVCM

# of Institutions

105

Shares Held

167M

Call Options Held

Put Options Held

View Full List

About EverCommerce Inc.

Ticker EVCM
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 194,574,000
Market Cap $2.18B
Description
EverCommerce Inc., together with its subsidiaries, engages in providing integrated software-as-a-service solutions for service-based small and medium sized businesses in the United States and internationally. The company's solutions include business management software, including route-based dispatching, medical practice management, and gym memb...

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Charles Schwab Investment Management Inc Ever Commerce Inc. Transaction History