Evermay Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 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 67,533 shares of SCHF stock, worth $1.31 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

67,533

Previous 35,307 91.27%

Holding current value

$1.31 Million

Previous $1.45 Million 13.92%

% of portfolio

0.19%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$18.41 - $40.87 $593,280 - $1.32 Million	32,226 Added 91.27%	67,533 $1.25 Million
Q3 2024 Oct 25, 2024	SELL	$36.98 - $41.55 $8,357 - $9,390	-226 Reduced 0.64%	35,307 $1.45 Million
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

1,292

Shares Held

855M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

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Evermay Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History