Schwab U S Broad Market ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 45k | 25.71 |
| 2025-06-30 | $1.2M | 51k | 23.83 |
| 2025-03-31 | $1.2M | 54k | 21.53 |
| 2024-12-31 | $1.3M | 56k | 22.70 |
| 2024-09-30 | $1.3M | 19k | 66.52 |
| 2024-06-30 | $1.2M | 19k | 63.07 |
| 2024-03-31 | $1.2M | 19k | 61.05 |
| 2023-12-31 | $1.1M | 19k | 55.67 |
| 2023-09-30 | $960k | 19k | 49.85 |
| 2023-06-30 | $1.0M | 20k | 51.70 |
| 2023-03-31 | $938k | 20k | 47.85 |
| 2022-12-31 | $879k | 20k | 44.81 |
| 2022-09-30 | $832k | 20k | 41.98 |
| 2022-06-30 | $874k | 20k | 44.20 |
| 2022-03-31 | $1.0M | 20k | 53.37 |
| 2021-12-31 | $1.1M | 9.8k | 112.97 |
| 2021-09-30 | $1.0M | 9.6k | 103.84 |
| 2021-06-30 | $1.0M | 9.6k | 104.27 |
| 2021-03-31 | $1.0M | 11k | 96.73 |
| 2020-12-31 | $970k | 11k | 91.00 |
| 2020-09-30 | $1.1M | 13k | 79.64 |
| 2020-06-30 | $978k | 13k | 73.48 |
| 2020-03-31 | $720k | 12k | 60.46 |
| 2019-12-31 | $952k | 12k | 76.85 |
| 2019-09-30 | $879k | 12k | 71.00 |
| 2019-06-30 | $863k | 12k | 70.56 |
| 2019-03-31 | $811k | 12k | 68.02 |
| 2018-12-31 | $640k | 11k | 59.93 |