Evermay Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$976K	Sell	38,893 -117	-0.3%	-$3.07K	0.11%	88
2025 Q4	$1.02M	Sell	39,010 -5,515	-12%	-$144K	0.11%	82
2025 Q3	$1.14M	Sell	44,525 -6,715	-13%	-$166K	0.13%	80
2025 Q2	$1.22M	Sell	51,240 -2,724	-5%	-$60K	0.15%	68
2025 Q1	$1.16M	Sell	53,964 -1,658	-3%	-$37.7K	0.15%	69
2024 Q4	$1.26M	Sell	55,622 -1,345	-2%	-$30.7K	0.19%	63
2024 Q3	$1.26M	Sell	56,967 -453	-0.8%	-$9.67K	0.2%	66
2024 Q2	$1.21M	Sell	57,420 -123	-0.2%	-$2.49K	0.19%	67
2024 Q1	$1.17M	Buy	57,543 +108	+0.2%	+$2.09K	0.18%	72
2023 Q4	$1.07M	Sell	57,435 -354	-0.6%	-$6.11K	0.2%	61
2023 Q3	$960K	Sell	57,789 -852	-1%	-$14.7K	0.2%	56
2023 Q2	$1.01M	Sell	58,641 -189	-0.3%	-$3.08K	0.19%	55
2023 Q1	$938K	Buy	58,830 +12	+0%	+$188	0.19%	59
2022 Q4	$879K	Sell	58,818 -636	-1%	-$9.56K	0.18%	62
2022 Q3	$832K	Buy	59,454 +132	+0.2%	+$2.05K	0.17%	63
2022 Q2	$874K	Buy	59,322 +411	+0.7%	+$6.6K	0.17%	59
2022 Q1	$1.05M	Buy	58,911 +9	+0%	+$158	0.18%	61
2021 Q4	$1.11M	Buy	58,902 +1,122	+2%	+$20.6K	0.2%	45
2021 Q3	$1M	Buy	57,780 +6	+0%	+$107	0.19%	44
2021 Q2	$1M	Sell	57,774 -6,180	-10%	-$105K	0.19%	51
2021 Q1	$1.03M	Hold	63,954	–	–	0.21%	47
2020 Q4	$970K	Sell	63,954 -16,206	-20%	-$231K	0.21%	45
2020 Q3	$1.06M	Buy	80,160 +306	+0.4%	+$4.02K	0.26%	39
2020 Q2	$978K	Buy	79,854 +8,400	+12%	+$96.8K	0.26%	41
2020 Q1	$720K	Sell	71,454 -2,868	-4%	-$34.7K	0.22%	51
2019 Q4	$952K	Buy	74,322 +36	+0%	+$442	0.23%	47
2019 Q3	$879K	Buy	74,286 +900	+1%	+$10.6K	0.24%	47
2019 Q2	$863K	Buy	73,386 +1,848	+3%	+$21.3K	0.24%	47
2019 Q1	$811K	Buy	71,538 +7,464	+12%	+$81.5K	0.23%	51
2018 Q4	$640K	Buy	+64,074	New	+$693K	0.21%	52

Other funds holding SCHB