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Schwab Strategic Tr sht tm us tres shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $30M 619k 48.45
2023-09-30 $16M 331k 47.89
2023-06-30 $48k 1.0k 48.06
2023-03-31 $49k 1.0k 48.79
2022-12-31 $48k 1.0k 48.24
2022-09-30 $24k 500 48.00
2022-06-30 $25k 500 50.00
2022-03-31 $41k 835 49.10
2021-12-31 $42k 835 50.30
2021-09-30 $67k 1.3k 51.15
2021-06-30 $67k 1.3k 51.15
2020-12-31 $237k 4.6k 51.41
2020-09-30 $261k 5.1k 51.58
2020-06-30 $230k 4.5k 51.57
2020-03-31 $1.0M 20k 51.72
2019-12-31 $282k 5.6k 50.49
2019-09-30 $283k 5.6k 50.67
2019-06-30 $283k 5.6k 50.67
2019-03-31 $280k 5.6k 50.13
2018-12-31 $279k 5.6k 49.96
2018-09-30 $373k 7.5k 49.52
2018-06-30 $375k 7.5k 49.79
2018-03-31 $375k 7.5k 49.79
2017-12-31 $520k 10k 49.99
2017-09-30 $761k 15k 50.39
2017-06-30 $5.5M 109k 50.42
2017-03-31 $7.9M 157k 50.46
2016-12-31 $8.2M 164k 50.42
2016-09-30 $8.7M 172k 50.79
2016-06-30 $8.3M 162k 50.96
2016-03-31 $7.5M 147k 50.80
2015-12-31 $7.2M 143k 50.44
2015-09-30 $5.8M 115k 50.80
2015-06-30 $3.9M 76k 50.71
2015-03-31 $3.2M 62k 50.75

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres