Evermay Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 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 1,894 shares of SCHD stock, worth $153,622. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,894

Previous 1,860 1.83%

Holding current value

$153,622

Previous $141,000 7.8%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.08 - $79.06 $2,119 - $2,292	29 Added 2.27%	1,304 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-520 Reduced 28.97%	1,275 $85,000

Q2 2022 Aug 15, 2022	BUY	N/A	490 Added 37.55%	1,795 $129,000
Q4 2021 Feb 14, 2022	SELL	N/A	-30 Reduced 2.25%	1,305 $105,000
Q2 2021 Aug 13, 2021	BUY	N/A	1,335 New	1,335 $101,000
Q1 2020 Apr 24, 2020	SELL	N/A	-3,935 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	N/A	3,935 New	3,935 $228,000

Others Institutions Holding SCHD

# of Institutions

1,641

Shares Held

274M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Evermay Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History