Evermay Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 27,690 shares of SCHA stock, worth $606,964. This represents 0.11% of its overall portfolio holdings.
Number of Shares
27,690
Previous 14,019
97.52%
Holding current value
$606,964
Previous $721,000
0.69%
% of portfolio
0.11%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,263Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.02 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$555 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$302 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$231 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$138 Million0.05% of portfolio