Evermay Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 28,217 shares of SCHR stock, worth $708,528. This represents 0.08% of its overall portfolio holdings.
Number of Shares
28,217
Previous 28,217
-0.0%
Holding current value
$708,528
Previous $706,000
0.42%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
516Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio