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

Evermay Wealth Management LLC

  • $866 Million
  • Q3 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 10,512 shares of SCHG stock, worth $339,117. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,512
Previous 10,512 -0.0%
Holding current value
$339,117
Previous $307,000 9.12%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $204,432 - $830,185
7,884 Added 300.0%
10,512 $292,000
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $20,553 - $23,796
-255 Reduced 8.84%
2,628 $243,000
Q4 2023

Feb 09, 2024
SELL
$70.08 - $83.37 $3,293 - $3,918
-47 Reduced 1.6%
2,883 $239,000
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $3,955 - $4,757
73 Added 2.56%
2,930 $190,000
Q4 2022

Jan 19, 2023
BUY
$54.31 - $60.76 $2,552 - $2,855
47 Added 1.67%
2,857 $0
Q1 2022

May 16, 2022
BUY
$65.63 - $82.62 $92,210 - $116,081
1,405 Added 100.0%
2,810 $210,000
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $3,655 - $4,170
-50 Reduced 3.44%
1,405 $230,000
Q2 2021

Aug 13, 2021
SELL
$65.3 - $73.24 $9,795 - $10,986
-150 Reduced 9.35%
1,455 $212,000
Q1 2021

May 10, 2021
SELL
$61.41 - $68.35 $7,676 - $8,543
-125 Reduced 7.23%
1,605 $208,000
Q4 2020

Feb 16, 2021
SELL
$55.95 - $64.38 $7,273 - $8,369
-130 Reduced 6.99%
1,730 $222,000
Q3 2020

Nov 05, 2020
BUY
$51.42 - $61.56 $95,641 - $114,501
1,860 New
1,860 $214,000

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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