Charles Schwab Corporation shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $356k | 5.2k | 68.80 |
| 2023-09-30 | $286k | 5.2k | 54.90 |
| 2023-06-30 | $303k | 5.3k | 56.68 |
| 2023-03-31 | $280k | 5.3k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $930k | 13k | 71.87 |
| 2022-06-30 | $818k | 13k | 63.21 |
| 2022-03-31 | $1.1M | 13k | 84.28 |
| 2021-12-31 | $1.1M | 13k | 84.11 |
| 2021-09-30 | $381k | 5.2k | 72.90 |
| 2021-06-30 | $394k | 5.4k | 72.80 |
| 2021-03-31 | $354k | 5.4k | 65.18 |
| 2020-12-31 | $288k | 5.4k | 53.03 |
| 2019-12-31 | $253k | 5.3k | 47.47 |
| 2019-09-30 | $240k | 5.7k | 41.88 |
| 2019-06-30 | $250k | 6.2k | 40.13 |
| 2019-03-31 | $309k | 7.2k | 42.74 |
| 2018-12-31 | $300k | 7.2k | 41.49 |
| 2018-09-30 | $355k | 7.2k | 49.10 |
| 2018-06-30 | $359k | 7.0k | 51.07 |
| 2018-03-31 | $346k | 6.6k | 52.19 |
| 2017-12-31 | $284k | 5.5k | 51.36 |
| 2017-06-30 | $275k | 6.4k | 42.97 |
| 2017-03-31 | $265k | 6.5k | 40.77 |
| 2016-12-31 | $257k | 6.5k | 39.54 |
| 2016-09-30 | $205k | 6.5k | 31.54 |
| 2015-12-31 | $244k | 7.4k | 32.93 |
| 2015-09-30 | $326k | 11k | 28.57 |
| 2015-06-30 | $373k | 11k | 32.69 |
| 2015-03-31 | $347k | 11k | 30.41 |
| 2014-12-31 | $344k | 11k | 30.15 |
| 2014-09-30 | $359k | 12k | 29.40 |
| 2014-06-30 | $305k | 11k | 26.97 |