Evermay Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

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 15,370 shares of SCHE stock, worth $474,164. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,370

Previous 15,528 1.02%

Holding current value

$474,164

Previous $428,000 8.18%

% of portfolio

0.06%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.38 - $30.18 $3,852 - $4,768	-158 Reduced 1.02%	15,370 $463,000
Q4 2024 Jan 23, 2025	BUY	$26.63 - $30.23 $878 - $997	33 Added 0.21%	15,528 $413,000
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

851

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

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.

Account

Evermay Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History