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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
4,016
Value
$370.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,016$370.6K<0.1%−600−13.0%ReducedHolders
Q1 20264,616$433.9K<0.1%00.0%UnchangedHolders
Q4 20254,616$461.2K0.1%−303−6.2%ReducedHolders
Q3 20254,919$469.6K0.1%+10.0%AddedHolders
Q2 20254,918$448.8K0.1%+10.0%AddedHolders
Q1 20254,917$384.9K0.1%+301+6.5%AddedHolders
Q4 20244,616$341.7K0.1%−332−6.7%ReducedHolders
Q3 20244,948$320.7K0.1%−210−4.1%ReducedHolders
Q2 20245,158$380.1K0.1%00.0%UnchangedHolders
Q1 20245,158$373.1K0.1%−13−0.3%ReducedHolders
Q4 20235,171$355.8K0.1%−32−0.6%ReducedHolders
Q3 20235,203$285.6K0.1%−134−2.5%ReducedHolders
Q2 20235,337$302.5K0.1%00.0%UnchangedHolders
Q1 20235,337$279.6K0.1%−7,573−58.7%ReducedHolders
Q4 202212,910$1.07M0.2%−30−0.2%ReducedHolders
Q3 202212,940$930.0K0.2%00.0%UnchangedHolders
Q2 202212,940$818.0K0.2%−183−1.4%ReducedHolders
Q1 202213,123$1.11M0.2%−300−2.2%ReducedHolders
Q4 202113,423$1.13M0.2%+8,197+156.9%AddedHolders
Q3 20215,226$381.0K0.1%−186−3.4%ReducedHolders
Q2 20215,412$394.0K0.1%−19−0.3%ReducedHolders
Q1 20215,431$354.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.