Evermay Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Evermay Wealth Management LLC

$620 Million
Q2 2024

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Evermay Wealth Management LLC holds 35,533 shares of SCHF stock, worth $705,685. This represents 0.22% of its overall portfolio holdings.

Number of Shares

35,533

Previous 35,632 0.28%

Holding current value

$705,685

Previous $1.39 Million 1.8%

% of portfolio

0.22%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$37.19 - $39.82 $3,681 - $3,942	-99 Reduced 0.28%	35,533 $1.37 Million
Q1 2024 May 13, 2024	SELL	$35.71 - $39.11 $7,963 - $8,721	-223 Reduced 0.62%	35,632 $1.39 Million
Q4 2023 Feb 09, 2024	SELL	$32.37 - $37.01 $8,319 - $9,511	-257 Reduced 0.71%	35,855 $1.33 Million
Q3 2023 Nov 13, 2023	SELL	$33.82 - $36.71 $1,285 - $1,394	-38 Reduced 0.11%	36,112 $1.23 Million
Q2 2023 Aug 10, 2023	SELL	$34.48 - $36.54 $4,758 - $5,042	-138 Reduced 0.38%	36,150 $1.29 Million
Q1 2023 May 15, 2023	SELL	$32.42 - $35.44 $33,522 - $36,644	-1,034 Reduced 2.77%	36,288 $1.26 Million
Q4 2022 Jan 19, 2023	SELL	$28.0 - $33.87 $182,644 - $220,934	-6,523 Reduced 14.88%	37,322 $0
Q3 2022 Nov 14, 2022	SELL	$28.01 - $33.61 $21,511 - $25,812	-768 Reduced 1.72%	43,845 $1.23 Million
Q2 2022 Aug 15, 2022	SELL	$31.13 - $37.19 $28,203 - $33,694	-906 Reduced 1.99%	44,613 $1.4 Million
Q1 2022 May 16, 2022	BUY	$33.67 - $39.47 $1.47 Million - $1.72 Million	43,661 Added 2349.89%	45,519 $1.67 Million
Q3 2021 Nov 12, 2021	BUY	$38.35 - $40.79 $1,534 - $1,631	40 Added 2.2%	1,858 $72,000
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.84 $69,356 - $74,247	1,818 New	1,818 $72,000

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

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 Intl Eqty Transaction History