Schwab Strategic Tr us lrg cap etf shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 8.5k | 26.34 |
| 2025-06-30 | $208k | 8.5k | 24.44 |
| 2021-09-30 | $319k | 3.1k | 103.91 |
| 2021-06-30 | $319k | 3.1k | 103.91 |
| 2021-03-31 | $295k | 3.1k | 96.09 |
| 2020-12-31 | $268k | 2.9k | 90.88 |
| 2020-09-30 | $238k | 2.9k | 80.71 |
| 2020-06-30 | $218k | 2.9k | 74.23 |
| 2018-09-30 | $422k | 6.1k | 69.56 |
| 2018-06-30 | $394k | 6.1k | 64.94 |
| 2018-03-31 | $383k | 6.1k | 63.13 |
| 2017-12-31 | $387k | 6.1k | 63.79 |
| 2017-09-30 | $364k | 6.1k | 60.00 |
| 2017-06-30 | $470k | 8.1k | 57.75 |
| 2017-03-31 | $458k | 8.1k | 56.27 |
| 2016-12-31 | $41k | 767 | 53.46 |
| 2016-09-30 | $40k | 767 | 52.15 |
| 2016-06-30 | $38k | 767 | 49.54 |
| 2016-03-31 | $37k | 767 | 48.24 |
| 2015-12-31 | $37k | 767 | 48.24 |
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