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

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

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 1,764,693 shares of SCHX stock, worth $115 Million. This represents 16.58% of its overall portfolio holdings.

Number of Shares
1,764,693
Previous 1,783,916 1.08%
Holding current value
$115 Million
Previous $101 Million 8.85%
% of portfolio
16.58%
Previous 18.64%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $92,817 - $101,569
2,109 Added 0.11%
1,968,070 $0
Q3 2022

Nov 14, 2022
BUY
N/A
810 Added 0.04%
1,965,961 $83.3 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-25,282 Reduced 1.27%
1,965,151 $87.8 Million
Q1 2022

May 16, 2022
BUY
N/A
978,203 Added 96.64%
1,990,433 $107 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-13,183 Reduced 1.29%
1,012,230 $115 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-12,541 Reduced 1.21%
1,025,413 $107 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-8,080 Reduced 0.77%
1,037,954 $108 Million
Q1 2021

May 10, 2021
SELL
N/A
-9,960 Reduced 0.94%
1,046,034 $100 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-19,707 Reduced 1.83%
1,055,994 $96 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-10,100 Reduced 0.93%
1,075,701 $86.7 Million
Q2 2020

Jul 20, 2020
BUY
N/A
12,030 Added 1.12%
1,085,801 $80.5 Million
Q1 2020

Apr 24, 2020
BUY
N/A
24,112 Added 2.3%
1,073,771 $65.8 Million
Q4 2019

Feb 11, 2020
BUY
N/A
22,500 Added 2.19%
1,049,659 $80.6 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-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
1,259
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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