EVERMAY WEALTH MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 1066816 ARLINGTON, VA

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$370,556

-$63,255 QoQ

Shares Held

4,016

-13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,640

of 2,304 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $633,863 across 6 Capital Markets names. SCHW ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	4,016	$370,556
2	GS	Goldman Sachs Group Inc	105	$106,193
3	IBKR	Interactive Brokers Group, Inc.	835	$72,678
4	MS	Morgan Stanley	303	$63,339
5	IREN	IREN Ltd	460	$21,035
6	CRCL	Circle Internet Group, Inc.	1	$62

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,556	4,016	-13.0%	Shares	Sole	2026-07-27
2026-03-31	$433,811	4,616	0.0%	Shares	Sole	2026-05-12
2025-12-31	$461,184	4,616	-6.2%	Shares	Sole	2026-01-22
2025-09-30	$469,616	4,919	+0.0%	Shares	Sole	2025-11-05
2025-06-30	$448,718	4,918	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$384,902	4,917	+6.5%	Shares	Sole	2025-05-07
2024-12-31	$341,630	4,616	-6.7%	Shares	Sole	2025-01-24
2024-09-30	$320,679	4,948	-4.1%	Shares	Sole	2024-10-25
2024-06-30	$380,093	5,158	0.0%	Shares	Sole	2024-08-01
2024-03-31	$373,129	5,158	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$355,764	5,171	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$285,644	5,203	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$302,501	5,337	0.0%	Shares	Sole	2023-08-10
2023-03-31	$279,552	5,337	-58.7%	Shares	Sole	2023-05-15
2022-12-31	$1,074,886	12,910	-0.2%	Shares	Sole	2023-01-19
2022-09-30	$929,997	12,940	0.0%	Shares	Sole	2022-11-14
2022-06-30	$817,549	12,940	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$1,106,400	13,123	-2.2%	Shares	Sole	2022-05-16
2021-12-31	$1,128,874	13,423	+156.9%	Shares	Sole	2022-02-14
2021-09-30	$380,661	5,226	-3.4%	Shares	Sole	2021-11-12
2021-06-30	$394,047	5,412	-0.3%	Shares	Sole	2021-08-13
2021-03-31	$353,992	5,431	0.0%	Shares	Sole	2021-05-10
2020-12-31	$288,060	5,431	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.