Evermay Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evermay Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112M	Sell	4,368,968 -66,827	-2%	-$1.79M	12.42%	2
2025 Q4	$119M	Sell	4,435,795 -44,087	-1%	-$1.18M	13.39%	2
2025 Q3	$118M	Sell	4,479,882 -64,815	-1%	-$1.65M	13.49%	2
2025 Q2	$111M	Sell	4,544,697 -467,556	-9%	-$10.6M	13.67%	2
2025 Q1	$111M	Sell	5,012,253 -75,322	-1%	-$1.75M	14.53%	1
2024 Q4	$118M	Sell	5,087,575 -56,834	-1%	-$1.32M	17.86%	1
2024 Q3	$116M	Sell	5,144,409 -86,862	-2%	-$1.89M	18.7%	1
2024 Q2	$112M	Sell	5,231,271 -62,808	-1%	-$1.3M	18.02%	1
2024 Q1	$110M	Sell	5,294,079 -57,669	-1%	-$1.14M	16.54%	1
2023 Q4	$101M	Sell	5,351,748 -148,362	-3%	-$2.61M	18.58%	1
2023 Q3	$92.8M	Sell	5,500,110 -110,565	-2%	-$1.94M	18.96%	1
2023 Q2	$97.9M	Sell	5,610,675 -112,641	-2%	-$1.86M	18.85%	1
2023 Q1	$92.3M	Sell	5,723,316 -180,894	-3%	-$2.85M	18.62%	1
2022 Q4	$88.9M	Buy	5,904,210 +6,327	+0.1%	+$95.8K	18.09%	1
2022 Q3	$83.3M	Buy	5,897,883 +2,430	+0%	+$38.1K	16.56%	1
2022 Q2	$87.8M	Sell	5,895,453 -75,846	-1%	-$1.23M	17.04%	1
2022 Q1	$107M	Sell	5,971,299 -102,081	-2%	-$1.81M	17.98%	1
2021 Q4	$115M	Sell	6,073,380 -79,098	-1%	-$1.46M	20.59%	1
2021 Q3	$107M	Sell	6,152,478 -75,246	-1%	-$1.34M	20.66%	1
2021 Q2	$108M	Sell	6,227,724 -48,480	-0.8%	-$818K	19.99%	1
2021 Q1	$100M	Sell	6,276,204 -59,760	-0.9%	-$936K	20.08%	1
2020 Q4	$96M	Sell	6,335,964 -118,242	-2%	-$1.69M	21.2%	1
2020 Q3	$86.7M	Sell	6,454,206 -60,600	-0.9%	-$805K	21.3%	1
2020 Q2	$80.5M	Buy	6,514,806 +72,180	+1%	+$841K	21.17%	1
2020 Q1	$65.8M	Buy	6,442,626 +144,672	+2%	+$1.76M	19.96%	1
2019 Q4	$80.6M	Buy	6,297,954 +135,000	+2%	+$1.65M	19.82%	1
2019 Q3	$72.9M	Sell	6,162,954 -11,574	-0.2%	-$136K	19.86%	1
2019 Q2	$72.2M	Sell	6,174,528 -70,644	-1%	-$811K	20.06%	1
2019 Q1	$70.4M	Buy	6,245,172 +16,116	+0.3%	+$175K	19.9%	1
2018 Q4	$62M	Buy	6,229,056 +478,614	+8%	+$5.14M	20.07%	1
2018 Q3	$66.7M	Sell	5,750,442 -32,778	-0.6%	-$373K	20.81%	1
2018 Q2	$62.6M	Sell	5,783,220 -60,024	-1%	-$647K	20.87%	1
2018 Q1	$61.4M	Buy	5,843,244 +115,914	+2%	+$1.26M	21.17%	1
2017 Q4	$60.9M	Sell	5,727,330 -60,642	-1%	-$628K	22.3%	1
2017 Q3	$57.9M	Sell	5,787,972 -60,660	-1%	-$595K	25.14%	1
2017 Q2	$56.3M	Buy	5,848,632 +98,772	+2%	+$942K	24.97%	1
2017 Q1	$54M	Buy	5,749,860 +243,144	+4%	+$2.25M	24.18%	1
2016 Q4	$48.9M	Buy	5,506,716 +177,030	+3%	+$1.54M	23.92%	1
2016 Q3	$45.9M	Buy	5,329,686 +99,306	+2%	+$852K	23.09%	1
2016 Q2	$43.4M	Buy	5,230,380 +367,206	+8%	+$3.02M	22.66%	1
2016 Q1	$39.6M	Buy	4,863,174 +59,742	+1%	+$461K	22.18%	1
2015 Q4	$38.9M	Sell	4,803,432 -138,084	-3%	-$1.13M	22.9%	1
2015 Q3	$37.7M	Buy	4,941,516 +1,118,064	+29%	+$9.04M	22.59%	1
2015 Q2	$31.4M	Buy	3,823,452 +429,582	+13%	+$3.61M	18.69%	1
2015 Q1	$28M	Buy	3,393,870 +508,140	+18%	+$4.18M	16.58%	1
2014 Q4	$23.6M	Buy	2,885,730 +561,870	+24%	+$4.49M	15.31%	1
2014 Q3	$18.2M	Buy	2,323,860 +201,888	+10%	+$1.59M	15.63%	2
2014 Q2	$16.6M	Buy	2,121,972 +378,294	+22%	+$2.86M	14.33%	3
2014 Q1	$13M	Buy	+1,743,678	New	+$12.8M	13.84%	3