Evermay Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Evermay Wealth Management LLC holds 15,495 shares of SCHE stock, worth $429,676. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,495
Previous 15,495 -0.0%
Holding current value
$429,676
Previous $411,000 9.98%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$24.67 - $27.2 $4,243 - $4,678
-172 Reduced 1.1%
15,495 $411,000
Q1 2024

May 13, 2024
SELL
$23.47 - $25.45 $1,642 - $1,781
-70 Reduced 0.44%
15,667 $395,000
Q4 2023

Feb 09, 2024
SELL
$23.04 - $24.89 $8,939 - $9,657
-388 Reduced 2.41%
15,737 $390,000
Q3 2023

Nov 13, 2023
SELL
$23.83 - $26.11 $5,409 - $5,926
-227 Reduced 1.39%
16,125 $386,000
Q1 2023

May 15, 2023
SELL
$23.32 - $26.39 $7,042 - $7,969
-302 Reduced 1.81%
16,352 $400,000
Q4 2022

Jan 19, 2023
SELL
$21.59 - $24.95 $82,970 - $95,882
-3,843 Reduced 18.75%
16,654 $0
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $16,464 - $18,985
-735 Reduced 3.46%
20,497 $459,000
Q2 2022

Aug 15, 2022
SELL
$24.51 - $28.87 $68,971 - $81,240
-2,814 Reduced 11.7%
21,232 $539,000
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $597,097 - $718,568
23,315 Added 3189.47%
24,046 $668,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $10,984 - $12,240
383 Added 110.06%
731 $22,000
Q3 2021

Nov 12, 2021
SELL
$29.81 - $32.7 $2,981 - $3,270
-100 Reduced 22.32%
348 $11,000
Q2 2021

Aug 13, 2021
BUY
$31.06 - $33.61 $13,914 - $15,057
448 New
448 $15,000

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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