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

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 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 3,528 shares of SCHD stock, worth $297,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,528
Previous 3,528 -0.0%
Holding current value
$297,269
Previous $284,000 3.52%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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