Evermay Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 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 14,019 shares of SCHA stock, worth $385,382. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,019
Previous 14,019
-0.0%
Holding current value
$385,382
Previous $665,000
8.42%
% of portfolio
0.12%
Previous 0.11%
Shares
27 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio