EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

CHARLES SCHWAB INVESTMENT MANAGEMENT INC's Holding History (CIK: 0000884546)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 267,190 Value ($000) $90,911 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 263,164 Value ($000) $88,770 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 362,151 Value ($000) $97,788 Avg Close $218.31 Range $147.33 - $275.24
Q1 2025
Shares 355,722 Value ($000) $71,045 Avg Close $246.39 Range $183.44 - $294.03
Q4 2024
Shares 358,540 Value ($000) $99,384 Avg Close $279.37 Range $241.56 - $319.31
Q3 2024
Shares 366,028 Value ($000) $92,730 Avg Close $234.02 Range $203.82 - $255.89
Q2 2024
Shares 268,760 Value ($000) $56,018 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 263,901 Value ($000) $50,825 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 257,214 Value ($000) $43,996 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 249,767 Value ($000) $34,438 Avg Close $131.10 Range $112.87 - $142.43
Q2 2023
Shares 231,257 Value ($000) $28,581 Avg Close $110.37 Range $99.84 - $122.95
Q1 2023
Shares 230,092 Value ($000) $26,548 Avg Close $118.51 Range $102.50 - $130.71
Q4 2022
Shares 793,758 Value ($000) $86,583 Avg Close $98.92 Range $76.90 - $112.66
Q3 2022
Shares 779,965 Value ($000) $64,153 Avg Close $88.97 Range $74.35 - $99.33
Q2 2022
Shares 726,963 Value ($000) $68,051 Avg Close $99.55 Range $85.76 - $108.77
Q1 2022
Shares 678,753 Value ($000) $75,559 Avg Close $114.28 Range $99.62 - $131.78
Q4 2021
Shares 636,177 Value ($000) $86,425 Avg Close $134.77 Range $117.25 - $151.90
Q3 2021
Shares 645,405 Value ($000) $86,272 Avg Close $125.01 Range $114.35 - $132.35
Q2 2021
Shares 701,446 Value ($000) $98,743 Avg Close $127.97 Range $116.17 - $138.09
Q1 2021
Shares 560,981 Value ($000) $73,904 Avg Close $111.29 Range $94.12 - $131.72
Q4 2020
Shares 582,986 Value ($000) $63,919 Avg Close $80.64 Range $58.96 - $102.02
Q3 2020
Shares 585,091 Value ($000) $38,301 Avg Close $54.53 Range $47.45 - $61.86
Q2 2020
Shares 525,264 Value ($000) $30,949 Avg Close $48.42 Range $37.86 - $61.32
Q1 2020
Shares 387,381 Value ($000) $17,843 Avg Close $59.03 Range $29.48 - $73.96
Q4 2019
Shares 502,319 Value ($000) $37,554 Avg Close $66.70 Range $62.02 - $70.58
Q3 2019
Shares 496,723 Value ($000) $39,788 Avg Close $71.97 Range $65.02 - $79.34
Q2 2019
Shares 530,061 Value ($000) $46,948 Avg Close $76.73 Range $66.71 - $85.05
Q1 2019
Shares 634,501 Value ($000) $57,740 Avg Close $75.30 Range $59.86 - $81.50
Q4 2018
Shares 426,683 Value ($000) $30,534 Avg Close $69.94 Range $55.06 - $86.62
Q3 2018
Shares 361,456 Value ($000) $36,345 Avg Close $91.33 Range $84.98 - $99.43
Q2 2018
Shares 327,153 Value ($000) $34,499 Avg Close $87.04 Range $71.44 - $95.29
Q1 2018
Shares 388,331 Value ($000) $33,863 Avg Close $79.15 Range $69.84 - $86.45
Q4 2017
Shares 357,257 Value ($000) $32,154 Avg Close $69.79 Range $62.84 - $78.02
Q3 2017
Shares 378,277 Value ($000) $30,357 Avg Close $62.62 Range $58.08 - $68.05
Q2 2017
Shares 341,896 Value ($000) $24,104 Avg Close $60.28 Range $55.53 - $65.60
Q1 2017
Shares 207,775 Value ($000) $16,186 Avg Close $64.08 Range $56.46 - $68.90
Q4 2016
Shares 193,992 Value ($000) $13,328 Avg Close $50.50 Range $41.42 - $59.28
Q3 2016
Shares 165,987 Value ($000) $8,550 Avg Close $41.06 Range $34.81 - $43.40
Q2 2016
Shares 165,601 Value ($000) $7,318 Avg Close $40.41 Range $32.86 - $43.20
Q1 2016
Shares 167,502 Value ($000) $8,669 Avg Close $38.54 Range $33.42 - $42.98
Q4 2015
Shares 147,439 Value ($000) $7,973 Avg Close $43.27 Range $38.30 - $48.47
Q3 2015
Shares 118,263 Value ($000) $5,942 Avg Close $43.65 Range $36.64 - $47.23
Q2 2015
Shares 109,195 Value ($000) $5,893 Avg Close $40.43 Range $36.96 - $44.86
Q1 2015
Shares 100,297 Value ($000) $5,182 Avg Close $40.05 Range $36.70 - $42.17
Q4 2014
Shares 95,481 Value ($000) $5,001 Avg Close $39.23 Range $34.93 - $42.89
Q3 2014
Shares 93,669 Value ($000) $4,403 Avg Close $40.38 Range $35.53 - $45.52
Q2 2014
Shares 91,452 Value ($000) $5,272 Avg Close $42.58 Range $37.66 - $46.04
Q1 2014
Shares 135,168 Value ($000) $7,469 Avg Close $44.20 Range $39.88 - $49.10
Q4 2013
Shares 148,870 Value ($000) $8,900 Avg Close $40.94 Range $34.67 - $47.10
Q3 2013
Shares 145,682 Value ($000) $7,360 Avg Close $35.23 Range $28.55 - $40.54
Q2 2013
Shares 171,489 Value ($000) $6,821 Avg Close $29.51 Range $26.41 - $32.20