Evermay Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evermay Wealth Management LLC holds 24,883 shares of SCHM stock, worth $725,588. This represents 0.09% of its overall portfolio holdings.

Number of Shares
24,883
Previous 24,918 0.14%
Holding current value
$725,588
Previous $698,000 5.59%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$28.15 - $30.13 $985 - $1,054
-35 Reduced 0.14%
24,883 $737,000
Q2 2025

Jul 29, 2025
BUY
$22.92 - $28.05 $36,259 - $44,375
1,582 Added 6.78%
24,918 $698,000
Q1 2025

May 07, 2025
SELL
$25.58 - $29.24 $1,151 - $1,315
-45 Reduced 0.19%
23,336 $611,000
Q4 2024

Jan 23, 2025
BUY
$27.54 - $83.04 $432,570 - $1.3 Million
15,707 Added 204.68%
23,381 $647,000
Q2 2024

Aug 01, 2024
SELL
$75.69 - $81.19 $3,027 - $3,247
-40 Reduced 0.52%
7,674 $597,000
Q1 2024

May 13, 2024
SELL
$72.89 - $81.43 $291 - $325
-4 Reduced 0.05%
7,714 $628,000
Q4 2023

Feb 09, 2024
SELL
$63.01 - $75.95 $2,205 - $2,658
-35 Reduced 0.45%
7,718 $581,000
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $35,644 - $39,505
-534 Reduced 6.44%
7,753 $524,000
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $848 - $923
13 Added 0.16%
8,287 $588,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $50,878 - $58,528
-792 Reduced 8.74%
8,274 $561,000
Q4 2022

Jan 19, 2023
BUY
$61.05 - $69.94 $65,323 - $74,835
1,070 Added 13.38%
9,066 $0
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $73,810 - $88,462
1,220 Added 18.0%
7,996 $484,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $258,562 - $324,318
4,245 Added 167.72%
6,776 $425,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $3,420 - $3,752
-45 Reduced 1.75%
2,531 $204,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $68,678 - $74,474
-920 Reduced 26.32%
2,576 $197,000
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $195,531 - $239,301
3,496 New
3,496 $238,000
Q3 2020

Nov 05, 2020
SELL
$51.99 - $58.83 $222,361 - $251,615
-4,277 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$39.01 - $57.03 $256,139 - $374,458
-6,566 Reduced 60.56%
4,277 $225,000
Q1 2020

Apr 24, 2020
SELL
$35.83 - $62.24 $1.01 Million - $1.75 Million
-28,132 Reduced 72.18%
10,843 $457,000
Q4 2019

Feb 11, 2020
BUY
$54.56 - $60.24 $94,006 - $103,793
1,723 Added 4.63%
38,975 $2.34 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-670 Reduced 1.77%
37,252 $2.13 Million
Q1 2019

May 03, 2019
SELL
N/A
-1,446 Reduced 3.67%
37,922 $2.1 Million
Q4 2018

Jan 24, 2019
BUY
N/A
39,368 New
39,368 $1.89 Million

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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