Evercore Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 9,892 shares of SCHG stock, worth $284,197. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,892

Previous 30,282 67.33%

Holding current value

$284,197

Previous $3.05 Million 66.26%

% of portfolio

0.02%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $1.89 Million - $2.16 Million	-20,390 Reduced 67.33%	9,892 $1.03 Million
Q1 2024 May 15, 2024	SELL	$80.6 - $93.32 $8,866 - $10,265	-110 Reduced 0.36%	30,282 $2.81 Million
Q1 2023 May 15, 2023	SELL	$54.19 - $65.17 $1,463 - $1,759	-27 Reduced 0.09%	30,392 $1.98 Million
Q4 2022 Feb 14, 2023	SELL	$54.31 - $60.76 $5,431 - $6,076	-100 Reduced 0.33%	30,419 $1.69 Million
Q3 2022 Nov 14, 2022	SELL	$55.81 - $69.25 $22,937 - $28,461	-411 Reduced 1.33%	30,519 $1.7 Million
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $1.01 Million - $1.28 Million	15,465 Added 100.0%	30,930 $2.31 Million
Q4 2021 Feb 14, 2022	SELL	$73.11 - $83.4 $23,322 - $26,604	-319 Reduced 2.02%	15,465 $2.53 Million
Q3 2021 Nov 15, 2021	SELL	$73.24 - $78.94 $11,718 - $12,630	-160 Reduced 1.0%	15,784 $2.34 Million
Q2 2021 Aug 16, 2021	SELL	$65.3 - $73.24 $29,646 - $33,250	-454 Reduced 2.77%	15,944 $2.33 Million
Q1 2021 May 17, 2021	BUY	$61.41 - $68.35 $64,726 - $72,040	1,054 Added 6.87%	16,398 $2.13 Million
Q3 2020 Nov 16, 2020	SELL	$51.42 - $61.56 $65,303 - $78,181	-1,270 Reduced 7.64%	15,344 $1.77 Million
Q1 2020 May 14, 2020	SELL	$34.6 - $51.17 $27,680 - $40,936	-800 Reduced 4.59%	16,614 $1.32 Million
Q4 2019 Feb 13, 2020	BUY	$40.97 - $46.72 $713,451 - $813,582	17,414 New	17,414 $1.62 Million

Others Institutions Holding SCHG

# of Institutions

1,389

Shares Held

1.95B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Evercore Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History