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

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

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 $187,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,335
Previous 2,445 200.0%
Holding current value
$187,629
Previous $203,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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