EVERMAY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$15,000
-6.2%
3900.0%0.00%0.0%
Q4 2021$16,0000.0%3900.0%0.00%0.0%
Q3 2021$16,0000.0%3900.0%0.00%0.0%
Q2 2021$16,0003900.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Morton Brown Family Wealth, LLC 350,099$11,290,7005.77%
ACT WEALTH MANAGEMENT, LLC 256,220$8,263,1005.55%
Strategic Financial Planning, Inc. 151,520$4,886,5184.50%
Johnson Financial Group, LLC 942,897$30,408,4284.34%
JFG Wealth Management, LLC 337,598$10,887,5363.56%
McAdam, LLC 1,314,252$42,384,6233.48%
Kathleen S. Wright Associates Inc. 152,948$4,932,5812.76%
Brand Asset Management Group, Inc. 165,042$5,322,6042.73%
Vise Technologies, Inc. 326,210$10,520,2772.59%
HORIZON FINANCIAL SERVICES, LLC 97,261$3,136,6702.52%
View complete list of SCHWAB STRATEGIC TR shareholders