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EVERMAY WEALTH MANAGEMENT LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERMAY WEALTH MANAGEMENT LLC on SCHX, newest first. How the timeline and the estimate are built.

EVERMAY WEALTH MANAGEMENT LLC held 4,135,021 SCHX 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 4,135,021 shares
    Change vs previous 13F -233,947 shares

    12.53% of the 13F portfolio, value $121,693,658.

    13F-HR 0001066816-26-000005 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,368,968 shares
    Change vs previous 13F -66,827 shares

    12.42% of the 13F portfolio, value $112,020,333.

    13F-HR 0001066816-26-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,435,795 shares
    Change vs previous 13F -44,087 shares

    13.39% of the 13F portfolio, value $119,367,235.

    13F-HR 0001066816-26-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,479,882 shares
    Change vs previous 13F -64,815 shares

    13.49% of the 13F portfolio, value $118,000,080.

    13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,544,697 shares
    Change vs previous 13F -467,556 shares

    13.67% of the 13F portfolio, value $111,072,397.

    13F-HR 0001066816-25-000008 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,012,253 shares
    Change vs previous 13F -75,322 shares

    14.53% of the 13F portfolio, value $110,670,552.

    13F-HR 0001066816-25-000003 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,087,575 shares
    Change vs previous 13F +3,372,772 shares

    17.86% of the 13F portfolio, value $117,929,990.

    13F-HR 0001066816-25-000001 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,714,803 shares
    Change vs previous 13F not available

    18.7% of the 13F portfolio, value $116,349,411.

    13F-HR 0001066816-24-000006 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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