Evercore Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 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 2,513 shares of SCHD stock, worth $69,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,513
Previous 3,528 28.77%
Holding current value
$69,936
Previous $274,000 22.63%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $78,175 - $86,335
-1,015 Reduced 28.77%
2,513 $212,000
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $20,939 - $23,888
-313 Reduced 8.15%
3,528 $268,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $32,207 - $34,500
-456 Reduced 10.61%
3,841 $271,000
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $297,266 - $317,720
4,297 New
4,297 $312,000
Q1 2018

May 15, 2018
SELL
N/A
-36 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
36
36 $2,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email