SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 63,319 Value ($000) $1,522 Avg Close — Range —
Q3 2025
Shares 65,069 Value ($000) $1,515 Avg Close — Range —
Q2 2025
Shares 65,247 Value ($000) $1,442 Avg Close — Range —
Q1 2025
Shares 65,533 Value ($000) $1,296 Avg Close — Range —
Q4 2024
Shares 67,533 Value ($000) $1,249 Avg Close — Range —
Q3 2024
Shares 35,307 Value ($000) $1,452 Avg Close — Range —
Q2 2024
Shares 35,533 Value ($000) $1,372 Avg Close — Range —
Q1 2024
Shares 35,632 Value ($000) $1,390 Avg Close — Range —
Q4 2023
Shares 35,855 Value ($000) $1,325 Avg Close — Range —
Q3 2023
Shares 36,112 Value ($000) $1,226 Avg Close — Range —
Q2 2023
Shares 36,150 Value ($000) $1,289 Avg Close — Range —
Q1 2023
Shares 36,288 Value ($000) $1,263 Avg Close — Range —
Q4 2022
Shares 37,322 Value ($000) $1,202 Avg Close — Range —
Q3 2022
Shares 43,845 Value ($000) $1,233 Avg Close — Range —
Q2 2022
Shares 44,613 Value ($000) $1,403 Avg Close — Range —
Q1 2022
Shares 45,519 Value ($000) $1,671 Avg Close — Range —
Q4 2021
Shares 1,858 Value ($000) $72 Avg Close — Range —
Q3 2021
Shares 1,858 Value ($000) $72 Avg Close — Range —
Q2 2021
Shares 1,818 Value ($000) $72 Avg Close — Range —