SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,616 Value ($000) $461 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,919 Value ($000) $470 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,918 Value ($000) $449 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,917 Value ($000) $385 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,616 Value ($000) $342 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,948 Value ($000) $321 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 5,158 Value ($000) $380 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 5,158 Value ($000) $373 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 5,171 Value ($000) $356 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 5,203 Value ($000) $286 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 5,337 Value ($000) $303 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,337 Value ($000) $280 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 12,910 Value ($000) $1,075 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 12,940 Value ($000) $930 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 12,940 Value ($000) $818 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 13,123 Value ($000) $1,106 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 13,423 Value ($000) $1,129 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 5,226 Value ($000) $381 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 5,412 Value ($000) $394 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 5,431 Value ($000) $354 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,431 Value ($000) $288 Avg Close $42.34 Range $33.66 - $49.96
Q4 2019
Shares 5,330 Value ($000) $253 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 5,730 Value ($000) $240 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 6,230 Value ($000) $250 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 7,230 Value ($000) $309 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 7,230 Value ($000) $300 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 7,230 Value ($000) $355 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 7,030 Value ($000) $359 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 6,630 Value ($000) $346 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 5,530 Value ($000) $284 Avg Close $42.12 Range $37.80 - $47.12
Q2 2017
Shares 6,400 Value ($000) $275 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 6,500 Value ($000) $265 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 6,500 Value ($000) $257 Avg Close $31.79 Range $27.24 - $36.13
Q3 2016
Shares 6,500 Value ($000) $205 Avg Close $26.03 Range $21.12 - $28.32
Q4 2015
Shares 7,409 Value ($000) $244 Avg Close $27.89 Range $23.24 - $30.44
Q3 2015
Shares 11,409 Value ($000) $326 Avg Close $28.23 Range $23.85 - $31.44
Q2 2015
Shares 11,409 Value ($000) $373 Avg Close $27.75 Range $25.54 - $29.68
Q1 2015
Shares 11,409 Value ($000) $347 Avg Close $25.40 Range $22.26 - $27.83
Q4 2014
Shares 11,409 Value ($000) $344 Avg Close $24.85 Range $20.39 - $27.03
Q3 2014
Shares 12,209 Value ($000) $359 Avg Close $24.70 Range $23.04 - $27.07
Q2 2014
Shares 11,309 Value ($000) $305 Avg Close $22.85 Range $21.38 - $24.38