Evermay Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Evermay Wealth Management LLC

  • $806 Million
  • Q2 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 $711,350. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,217
Holding current value
$711,350
% of portfolio
0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$24.54 - $25.07 $692,445 - $707,400
28,217 New
28,217 $706,000

Others Institutions Holding SCHR

# of Institutions
498
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email