Schwab U S Large Cap Growth ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 37k | 31.91 |
| 2025-06-30 | $1.1M | 37k | 29.21 |
| 2025-03-31 | $930k | 37k | 25.04 |
| 2024-12-31 | $1.0M | 37k | 27.87 |
| 2024-09-30 | $1.0M | 9.9k | 104.18 |
| 2024-06-30 | $3.1M | 30k | 100.84 |
| 2024-03-31 | $2.8M | 30k | 92.72 |
| 2023-09-30 | $2.2M | 30k | 72.72 |
| 2023-06-30 | $2.3M | 30k | 74.95 |
| 2023-03-31 | $2.0M | 30k | 65.17 |
| 2022-12-31 | $1.7M | 30k | 55.56 |
| 2022-09-30 | $1.7M | 31k | 55.80 |
| 2022-06-30 | $1.8M | 31k | 58.00 |
| 2022-03-31 | $2.3M | 31k | 74.81 |
| 2021-12-31 | $2.5M | 16k | 163.72 |
| 2021-09-30 | $2.3M | 16k | 148.06 |
| 2021-06-30 | $2.3M | 16k | 145.95 |
| 2021-03-31 | $2.1M | 16k | 129.77 |
| 2020-12-31 | $2.0M | 15k | 128.39 |
| 2020-09-30 | $1.8M | 15k | 115.16 |
| 2020-06-30 | $1.7M | 17k | 101.54 |
| 2020-03-31 | $1.3M | 17k | 79.63 |
| 2019-12-31 | $1.6M | 17k | 92.91 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF