EWM
Evermay Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
51,240
-2,724
| -5% | -$64.9K | 0.15% | 68 |
|
|
2025
Q1 | $1.16M | Sell |
53,964
-1,658
| -3% | -$35.7K | 0.15% | 69 |
|
|
2024
Q4 | $1.26M | Buy |
55,622
+36,633
| +193% | +$832K | 0.19% | 63 |
|
|
2024
Q3 | $1.26M | Sell |
18,989
-151
| -0.8% | -$10K | 0.2% | 66 |
|
|
2024
Q2 | $1.21M | Sell |
19,140
-41
| -0.2% | -$2.59K | 0.19% | 67 |
|
|
2024
Q1 | $1.17M | Buy |
19,181
+36
| +0.2% | +$2.2K | 0.18% | 72 |
|
|
2023
Q4 | $1.07M | Sell |
19,145
-118
| -0.6% | -$6.57K | 0.2% | 61 |
|
|
2023
Q3 | $960K | Sell |
19,263
-284
| -1% | -$14.2K | 0.2% | 56 |
|
|
2023
Q2 | $1.01M | Sell |
19,547
-63
| -0.3% | -$3.26K | 0.19% | 55 |
|
|
2023
Q1 | $938K | Buy |
19,610
+4
| +0% | +$191 | 0.19% | 59 |
|
|
2022
Q4 | $879K | Sell |
19,606
-212
| -1% | -$9.5K | 0.18% | 62 |
|
|
2022
Q3 | $832K | Buy |
19,818
+44
| +0.2% | +$1.85K | 0.17% | 63 |
|
|
2022
Q2 | $874K | Buy |
19,774
+137
| +0.7% | +$6.06K | 0.17% | 59 |
|
|
2022
Q1 | $1.05M | Buy |
19,637
+9,820
| +100% | +$524K | 0.18% | 61 |
|
|
2021
Q4 | $1.11M | Buy |
9,817
+187
| +2% | +$21.1K | 0.2% | 45 |
|
|
2021
Q3 | $1M | Buy |
9,630
+1
| +0% | +$104 | 0.19% | 44 |
|
|
2021
Q2 | $1M | Sell |
9,629
-1,030
| -10% | -$107K | 0.19% | 51 |
|
|
2021
Q1 | $1.03M | Hold |
10,659
| – | – | 0.21% | 47 |
|
|
2020
Q4 | $970K | Sell |
10,659
-2,701
| -20% | -$246K | 0.21% | 45 |
|
|
2020
Q3 | $1.06M | Buy |
13,360
+51
| +0.4% | +$4.06K | 0.26% | 39 |
|
|
2020
Q2 | $978K | Buy |
13,309
+1,400
| +12% | +$103K | 0.26% | 41 |
|
|
2020
Q1 | $720K | Sell |
11,909
-478
| -4% | -$28.9K | 0.22% | 51 |
|
|
2019
Q4 | $952K | Buy |
12,387
+6
| +0% | +$461 | 0.23% | 47 |
|
|
2019
Q3 | $879K | Buy |
12,381
+150
| +1% | +$10.6K | 0.24% | 47 |
|
|
2019
Q2 | $863K | Buy |
12,231
+308
| +3% | +$21.7K | 0.24% | 47 |
|
|
2019
Q1 | $811K | Buy |
11,923
+1,244
| +12% | +$84.6K | 0.23% | 51 |
|
|
2018
Q4 | $640K | Buy |
+10,679
| New | +$640K | 0.21% | 52 |
|