Evermay Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,544,697 shares of SCHX stock, worth $114 Million. This represents 13.79% of its overall portfolio holdings.

Number of Shares

4,544,697

Previous 5,012,253 9.33%

Holding current value

$114 Million

Previous $111 Million 0.36%

% of portfolio

13.79%

Previous 14.65%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$19.6 - $24.44 $9.16 Million - $11.4 Million	-467,556 Reduced 9.33%	4,544,697 $111 Million
Q1 2025 May 07, 2025	SELL	$21.75 - $24.28 $1.64 Million - $1.83 Million	-75,322 Reduced 1.48%	5,012,253 $111 Million
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $75.6 Million - $230 Million	3,372,772 Added 196.69%	5,087,575 $118 Million
Q3 2024 Oct 25, 2024	SELL	$61.11 - $67.85 $1.77 Million - $1.96 Million	-28,954 Reduced 1.66%	1,714,803 $116 Million
Q2 2024 Aug 01, 2024	SELL	$58.7 - $64.78 $1.23 Million - $1.36 Million	-20,936 Reduced 1.19%	1,743,757 $112 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $1.07 Million - $1.19 Million	-19,223 Reduced 1.08%	1,764,693 $110 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $2.4 Million - $2.8 Million	-49,454 Reduced 2.7%	1,783,916 $101 Million
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $1.86 Million - $2 Million	-36,855 Reduced 1.97%	1,833,370 $92.8 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $1.79 Million - $1.97 Million	-37,547 Reduced 1.97%	1,870,225 $97.9 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $2.7 Million - $2.98 Million	-60,298 Reduced 3.06%	1,907,772 $92.3 Million
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $89,105 - $101,569	2,109 Added 0.11%	1,968,070 $0
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $34,303 - $41,318	810 Added 0.04%	1,965,961 $83.3 Million
Q2 2022 Aug 15, 2022	SELL	$43.35 - $54.51 $1.1 Million - $1.38 Million	-25,282 Reduced 1.27%	1,965,151 $87.8 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $48.4 Million - $56 Million	978,203 Added 96.64%	1,990,433 $107 Million
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $684,197 - $755,254	-13,183 Reduced 1.29%	1,012,230 $115 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $646,112 - $689,002	-12,541 Reduced 1.21%	1,025,413 $107 Million
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $392,849 - $420,240	-8,080 Reduced 0.77%	1,037,954 $108 Million
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $447,204 - $481,466	-9,960 Reduced 0.94%	1,046,034 $100 Million
Q4 2020 Feb 16, 2021	SELL	$39.35 - $45.48 $775,470 - $896,274	-19,707 Reduced 1.83%	1,055,994 $96 Million
Q3 2020 Nov 05, 2020	SELL	$37.26 - $43.03 $376,326 - $434,603	-10,100 Reduced 0.93%	1,075,701 $86.7 Million
Q2 2020 Jul 20, 2020	BUY	$29.25 - $38.76 $351,877 - $466,282	12,030 Added 1.12%	1,085,801 $80.5 Million
Q1 2020 Apr 24, 2020	BUY	$26.61 - $40.52 $641,620 - $977,018	24,112 Added 2.3%	1,073,771 $65.8 Million
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $774,450 - $867,150	22,500 Added 2.19%	1,049,659 $80.6 Million
Q3 2019 Oct 29, 2019	SELL	$35.28 - $36.01 $68,055 - $69,463	-1,929 Reduced 0.19%	1,027,159 $72.9 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-11,774 Reduced 1.13%	1,029,088 $72.2 Million
Q1 2019 May 03, 2019	BUY	N/A	2,686 Added 0.26%	1,040,862 $70.4 Million
Q4 2018 Jan 24, 2019	BUY	N/A	79,769 Added 8.32%	1,038,176 $62 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-5,463 Reduced 0.57%	958,407 $66.7 Million
Q2 2018 Aug 06, 2018	SELL	N/A	-10,004 Reduced 1.03%	963,870 $62.6 Million
Q1 2018 May 04, 2018	BUY	N/A	19,319 Added 2.02%	973,874 $61.4 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-10,107 Reduced 1.05%	954,555 $60.9 Million
Q3 2017 Oct 23, 2017	BUY	N/A	964,662	964,662 $57.9 Million

Others Institutions Holding SCHX

# of Institutions

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Large C Transaction History