Evermay Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,437 shares of SCHD stock, worth $38,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,437
Previous 1,743 17.56%
Holding current value
$38,913
Previous $135,000 10.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024
SELL
$77.02 - $85.06 $23,568 - $26,028
-306 Reduced 17.56%
1,437 $121,000
Q2 2024

Aug 01, 2024
SELL
$75.81 - $80.15 $11,447 - $12,102
-151 Reduced 7.97%
1,743 $135,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $2,558 - $2,741
34 Added 1.83%
1,894 $152,000
Q4 2023

Feb 09, 2024
SELL
$66.9 - $76.32 $10,035 - $11,447
-150 Reduced 7.46%
1,860 $141,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $49,864 - $53,415
706 Added 54.14%
2,010 $142,000
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $1,947 - $2,292
29 Added 2.27%
1,304 $0
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $34,543 - $40,492
-520 Reduced 28.97%
1,275 $85,000
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $34,451 - $39,317
490 Added 37.55%
1,795 $129,000
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $2,247 - $2,425
-30 Reduced 2.25%
1,305 $105,000
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $97,882 - $103,662
1,335 New
1,335 $101,000
Q1 2020

Apr 24, 2020
SELL
$39.5 - $59.28 $155,432 - $233,266
-3,935 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$52.87 - $58.15 $208,043 - $228,820
3,935 New
3,935 $228,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email