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Schwab Strategic Tr us lrg cap etf shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $101M 1.8M 56.40
2023-09-30 $93M 1.8M 50.60
2023-06-30 $98M 1.9M 52.37
2023-03-31 $92M 1.9M 48.37
2022-12-31 $89M 2.0M 45.15
2022-09-30 $83M 2.0M 42.35
2022-06-30 $88M 2.0M 44.66
2022-03-31 $107M 2.0M 53.85
2021-12-31 $115M 1.0M 113.82
2021-09-30 $107M 1.0M 104.03
2021-06-30 $108M 1.0M 103.97
2021-03-31 $101M 1.0M 96.03
2020-12-31 $96M 1.1M 90.95
2020-09-30 $87M 1.1M 80.63
2020-06-30 $81M 1.1M 74.10
2020-03-31 $66M 1.1M 61.25
2019-12-31 $81M 1.0M 76.81
2019-09-30 $73M 1.0M 70.93
2019-06-30 $72M 1.0M 70.19
2019-03-31 $70M 1.0M 67.61
2018-12-31 $62M 1.0M 59.70
2018-09-30 $67M 958k 69.56
2018-06-30 $63M 964k 64.99
2018-03-31 $61M 974k 63.08
2017-12-31 $61M 955k 63.78
2017-09-30 $58M 965k 60.04
2017-06-30 $56M 975k 57.77
2017-03-31 $54M 958k 56.35
2016-12-31 $49M 918k 53.26
2016-09-30 $46M 888k 51.62
2016-06-30 $43M 872k 49.77
2016-03-31 $40M 811k 48.84
2015-12-31 $39M 801k 48.57
2015-09-30 $38M 824k 45.76
2015-06-30 $31M 637k 49.31
2015-03-31 $28M 566k 49.57
2014-12-31 $24M 481k 49.05
2014-09-30 $18M 387k 46.99
2014-06-30 $17M 354k 46.83
2014-03-31 $13M 291k 44.71

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 us lrg cap etf

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UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf