Evercore Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Evercore Wealth Management, LLC
- $6.47 Billion
- Q4 2024
A detailed history of Evercore Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 17,209 shares of SCHD stock, worth $474,624. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,209
Previous 2,513
584.8%
Holding current value
$474,624
Previous $212,000
121.7%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio