EVERMAY WEALTH MANAGEMENT LLC: SCHR position timeline

EVERMAY WEALTH MANAGEMENT LLC held 63,377 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 63,377 shares

   Change vs previous 13F +32,290 shares

   0.16% of the 13F portfolio, value $1,562,877.

   13F-HR 0001066816-26-000005 filed by EVERMAY WEALTH MANAGEMENT LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 31,087 shares

   Change vs previous 13F +2,870 shares

   0.09% of the 13F portfolio, value $774,378.

   13F-HR 0001066816-26-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 28,217 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $707,683.

   13F-HR 0001066816-26-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 28,217 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $709,094.

   13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH MANAGEMENT LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 28,217 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $706,272.

   13F-HR 0001066816-25-000008 filed by EVERMAY WEALTH MANAGEMENT LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).