Evermay Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evermay Wealth Management LLC holds 18,989 shares of SCHB stock, worth $419,846. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,989
Previous 19,140 0.79%
Holding current value
$419,846
Previous $1.2 Million 4.99%
% of portfolio
0.2%
Previous 0.19%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $9,049 - $10,044
-151 Reduced 0.79%
18,989 $1.26 Million
Q2 2024

Aug 01, 2024
SELL
$57.57 - $63.3 $2,360 - $2,595
-41 Reduced 0.21%
19,140 $1.2 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $1,965 - $2,197
36 Added 0.19%
19,181 $1.17 Million
Q4 2023

Feb 09, 2024
SELL
$47.61 - $55.91 $5,617 - $6,597
-118 Reduced 0.61%
19,145 $1.07 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $14,083 - $15,213
-284 Reduced 1.45%
19,263 $960,000
Q2 2023

Aug 10, 2023
SELL
$47.08 - $51.7 $2,966 - $3,257
-63 Reduced 0.32%
19,547 $1.01 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $177 - $196
4 Added 0.02%
19,610 $938,000
Q4 2022

Jan 19, 2023
SELL
$41.94 - $47.81 $8,891 - $10,135
-212 Reduced 1.07%
19,606 $0
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $1,847 - $2,227
44 Added 0.22%
19,818 $832,000
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $5,881 - $7,395
137 Added 0.7%
19,774 $874,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $482,653 - $558,267
9,820 Added 100.03%
19,637 $1.05 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $9,699 - $10,632
187 Added 1.94%
9,817 $1.11 Million
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $51 - $54
1 Added 0.01%
9,630 $1 Million
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $50,387 - $53,704
-1,030 Reduced 9.66%
9,629 $1 Million
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $105,420 - $122,895
-2,701 Reduced 20.22%
10,659 $970,000
Q3 2020

Nov 05, 2020
BUY
$36.93 - $42.52 $1,883 - $2,168
51 Added 0.38%
13,360 $1.06 Million
Q2 2020

Jul 20, 2020
BUY
$28.84 - $38.49 $40,376 - $53,886
1,400 Added 11.76%
13,309 $978,000
Q1 2020

Apr 24, 2020
SELL
$26.18 - $40.44 $12,514 - $19,330
-478 Reduced 3.86%
11,909 $720,000
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $206 - $231
6 Added 0.05%
12,387 $952,000
Q3 2019

Oct 29, 2019
BUY
$35.32 - $36.13 $5,298 - $5,419
150 Added 1.23%
12,381 $879,000
Q2 2019

Jul 23, 2019
BUY
N/A
308 Added 2.58%
12,231 $863,000
Q1 2019

May 03, 2019
BUY
N/A
1,244 Added 11.65%
11,923 $811,000
Q4 2018

Jan 24, 2019
BUY
N/A
10,679 New
10,679 $640,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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