Evercore Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 7,335 shares of SCHM stock, worth $213,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,335
Previous 7,335 -0.0%
Holding current value
$213,888
Previous $205,000 5.85%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $168,118 - $205,746
7,335 New
7,335 $205,000
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $134,670 - $406,065
4,890 Added 200.0%
7,335 $203,000
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $184,524 - $203,375
2,445 New
2,445 $203,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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