Charles Schwab Corporation shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 170k | 95.47 |
| 2025-06-30 | $16M | 173k | 91.24 |
| 2025-03-31 | $14M | 175k | 78.28 |
| 2024-12-31 | $13M | 175k | 74.01 |
| 2024-09-30 | $11M | 175k | 64.81 |
| 2024-06-30 | $13M | 179k | 73.69 |
| 2024-03-31 | $13M | 180k | 72.34 |
| 2023-09-30 | $13M | 230k | 54.90 |
| 2023-06-30 | $13M | 230k | 56.68 |
| 2023-03-31 | $13M | 239k | 52.38 |
| 2022-12-31 | $20M | 245k | 83.26 |
| 2022-09-30 | $18M | 244k | 71.87 |
| 2022-06-30 | $16M | 256k | 63.17 |
| 2022-03-31 | $22M | 256k | 84.31 |
| 2021-12-31 | $22M | 256k | 84.10 |
| 2021-09-30 | $19M | 259k | 72.84 |
| 2021-06-30 | $19M | 262k | 72.81 |
| 2021-03-31 | $17M | 263k | 65.18 |
| 2020-12-31 | $11M | 211k | 53.04 |
| 2020-09-30 | $7.5M | 207k | 36.23 |
| 2020-06-30 | $7.0M | 207k | 33.74 |
| 2020-03-31 | $7.0M | 210k | 33.62 |
| 2019-12-31 | $10M | 218k | 47.56 |
| 2019-09-30 | $9.3M | 221k | 41.83 |
| 2019-06-30 | $8.9M | 221k | 40.19 |
| 2019-03-31 | $9.5M | 221k | 42.76 |
| 2018-12-31 | $9.6M | 230k | 41.53 |
| 2018-09-30 | $11M | 230k | 49.15 |
| 2018-06-30 | $12M | 230k | 51.09 |
| 2018-03-31 | $11M | 214k | 52.22 |
| 2017-12-31 | $11M | 221k | 51.37 |
| 2017-09-30 | $10M | 228k | 43.74 |
| 2017-06-30 | $9.8M | 228k | 42.96 |
| 2017-03-31 | $9.4M | 231k | 40.81 |
| 2016-12-31 | $9.5M | 240k | 39.47 |
| 2016-09-30 | $6.9M | 218k | 31.57 |
| 2016-06-30 | $5.5M | 218k | 25.31 |
| 2016-03-31 | $6.1M | 218k | 28.02 |
| 2015-12-31 | $7.2M | 217k | 32.93 |
| 2015-09-30 | $9.2M | 324k | 28.56 |
| 2015-06-30 | $11M | 339k | 32.69 |
| 2015-03-31 | $11M | 344k | 30.44 |
| 2014-12-31 | $10M | 341k | 30.18 |
| 2014-09-30 | $10M | 344k | 29.39 |
| 2014-06-30 | $9.5M | 354k | 26.93 |
| 2014-03-31 | $9.3M | 340k | 27.33 |
| 2013-12-31 | $9.0M | 345k | 26.00 |
| 2013-09-30 | $7.7M | 365k | 21.17 |
| 2013-06-30 | $7.7M | 364k | 21.23 |
| 2013-03-31 | $6.5M | 366k | 17.69 |
| 2012-09-30 | $4.8M | 373k | 12.78 |
| 2012-03-31 | $5.4M | 375k | 14.37 |
| 2011-12-31 | $4.4M | 392k | 11.25 |
| 2011-09-30 | $4.4M | 390k | 11.27 |
| 2011-06-30 | $6.4M | 390k | 16.45 |
| 2011-03-31 | $7.1M | 393k | 18.03 |
| 2010-12-31 | $7.0M | 408k | 17.11 |
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