Evermay Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 14,522 shares of SCHA stock, worth $724,938. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,522
Previous 14,382 0.97%
Holding current value
$724,938
Previous $679,000 5.3%
% of portfolio
0.11%
Previous 0.13%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$44.84 - $49.24 $6,277 - $6,893
140 Added 0.97%
14,522 $715,000
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $29,245 - $36,831
767 Added 5.63%
14,382 $679,000
Q3 2023

Nov 13, 2023
SELL
$40.85 - $46.1 $2,042 - $2,305
-50 Reduced 0.37%
13,615 $563,000
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $199 - $219
5 Added 0.04%
13,665 $598,000
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $4,977 - $5,795
-125 Reduced 0.91%
13,660 $572,000
Q4 2022

Jan 19, 2023
BUY
$39.61 - $43.54 $18,814 - $20,681
475 Added 3.57%
13,785 $0
Q3 2022

Nov 14, 2022
BUY
N/A
850 Added 6.82%
13,310 $503,000
Q2 2022

Aug 15, 2022
BUY
N/A
1,150 Added 10.17%
12,460 $486,000
Q1 2022

May 16, 2022
BUY
N/A
5,455 Added 93.17%
11,310 $536,000
Q3 2021

Nov 12, 2021
SELL
N/A
-5,842 Reduced 49.94%
5,855 $586,000
Q2 2021

Aug 13, 2021
BUY
N/A
200 Added 1.74%
11,697 $1.22 Million
Q1 2021

May 10, 2021
SELL
N/A
-50 Reduced 0.43%
11,497 $1.15 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-380 Reduced 3.19%
11,547 $1.03 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-2,099 Reduced 14.97%
11,927 $815,000
Q2 2020

Jul 20, 2020
SELL
N/A
-1,987 Reduced 12.41%
14,026 $916,000
Q1 2020

Apr 24, 2020
SELL
N/A
-21,740 Reduced 57.58%
16,013 $825,000
Q4 2019

Feb 11, 2020
SELL
N/A
-91 Reduced 0.24%
37,753 $2.86 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-311 Reduced 0.82%
37,844 $2.64 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-285 Reduced 0.74%
38,155 $2.73 Million
Q1 2019

May 03, 2019
BUY
N/A
374 Added 0.98%
38,440 $2.69 Million
Q4 2018

Jan 24, 2019
BUY
N/A
12,577 Added 49.34%
38,066 $2.31 Million
Q3 2018

Oct 29, 2018
BUY
N/A
384 Added 1.53%
25,489 $1.94 Million
Q2 2018

Aug 06, 2018
BUY
N/A
300 Added 1.21%
25,105 $1.85 Million
Q1 2018

May 04, 2018
BUY
N/A
8,034 Added 47.9%
24,805 $1.72 Million
Q4 2017

Feb 07, 2018
BUY
N/A
6,976 Added 71.22%
16,771 $1.17 Million
Q3 2017

Oct 23, 2017
BUY
N/A
9,795
9,795 $660,000

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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