SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025

Shares 169,676 Value ($000) $16,952 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 169,728 Value ($000) $16,204 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 173,403 Value ($000) $15,821 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 174,460 Value ($000) $13,657 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 175,371 Value ($000) $12,979 Avg Close $73.82 Range $61.44 - $82.34

Q3 2024

Shares 175,354 Value ($000) $11,365 Avg Close $64.56 Range $59.83 - $75.21

Q2 2024

Shares 179,439 Value ($000) $13,223 Avg Close $72.33 Range $67.90 - $77.95

Q1 2024

Shares 179,583 Value ($000) $12,991 Avg Close $64.26 Range $58.09 - $71.29

Q4 2023

Shares 229,700 Value ($000) $15,803 Avg Close $56.12 Range $47.15 - $69.51

Q3 2023

Shares 229,815 Value ($000) $12,617 Avg Close $58.47 Range $51.87 - $66.42

Q2 2023

Shares 229,827 Value ($000) $13,027 Avg Close $50.45 Range $43.84 - $55.82

Q1 2023

Shares 239,239 Value ($000) $12,531 Avg Close $70.22 Range $43.21 - $82.93

Q4 2022

Shares 244,776 Value ($000) $20,380 Avg Close $74.21 Range $62.42 - $79.82

Q3 2022

Shares 244,166 Value ($000) $17,548 Avg Close $66.19 Range $56.71 - $73.90

Q2 2022

Shares 255,850 Value ($000) $16,164 Avg Close $65.53 Range $56.48 - $81.20

Q1 2022

Shares 255,909 Value ($000) $21,575 Avg Close $83.37 Range $70.80 - $91.11

Q4 2021

Shares 256,096 Value ($000) $21,538 Avg Close $76.51 Range $68.06 - $81.82

Q3 2021

Shares 259,270 Value ($000) $18,885 Avg Close $67.39 Range $61.94 - $73.65

Q2 2021

Shares 261,732 Value ($000) $19,057 Avg Close $66.61 Range $59.64 - $71.97

Q1 2021

Shares 262,855 Value ($000) $17,133 Avg Close $56.91 Range $47.56 - $64.11

Q4 2020

Shares 210,531 Value ($000) $11,167 Avg Close $42.34 Range $33.66 - $49.96

Q3 2020

Shares 206,516 Value ($000) $7,482 Avg Close $32.40 Range $30.32 - $34.43

Q2 2020

Shares 206,456 Value ($000) $6,966 Avg Close $33.18 Range $29.17 - $42.57

Q1 2020

Shares 209,493 Value ($000) $7,043 Avg Close $38.68 Range $25.86 - $45.76

Q4 2019

Shares 217,725 Value ($000) $10,355 Avg Close $40.49 Range $31.69 - $47.52

Q3 2019

Shares 221,345 Value ($000) $9,259 Avg Close $36.91 Range $32.85 - $40.64

Q2 2019

Shares 221,041 Value ($000) $8,884 Avg Close $39.68 Range $34.96 - $42.48

Q1 2019

Shares 221,291 Value ($000) $9,463 Avg Close $40.95 Range $36.65 - $43.66

Q4 2018

Shares 230,038 Value ($000) $9,554 Avg Close $40.90 Range $34.25 - $47.37

Q3 2018

Shares 230,275 Value ($000) $11,319 Avg Close $46.06 Range $44.29 - $48.86

Q2 2018

Shares 230,237 Value ($000) $11,765 Avg Close $49.84 Range $44.72 - $54.23

Q1 2018

Shares 213,582 Value ($000) $11,153 Avg Close $48.14 Range $43.19 - $52.24

Q4 2017

Shares 220,977 Value ($000) $11,351 Avg Close $42.12 Range $37.80 - $47.12

Q3 2017

Shares 227,915 Value ($000) $9,969 Avg Close $37.16 Range $34.09 - $39.72

Q2 2017

Shares 228,415 Value ($000) $9,812 Avg Close $35.76 Range $33.15 - $39.42

Q1 2017

Shares 231,250 Value ($000) $9,437 Avg Close $36.81 Range $33.56 - $38.94

Q4 2016

Shares 240,135 Value ($000) $9,478 Avg Close $31.79 Range $27.24 - $36.13

Q3 2016

Shares 218,274 Value ($000) $6,890 Avg Close $26.03 Range $21.12 - $28.32

Q2 2016

Shares 218,527 Value ($000) $5,531 Avg Close $25.16 Range $21.29 - $27.54

Q1 2016

Shares 218,339 Value ($000) $6,118 Avg Close $23.31 Range $19.02 - $28.42

Q4 2015

Shares 217,179 Value ($000) $7,152 Avg Close $27.89 Range $23.24 - $30.44

Q3 2015

Shares 323,855 Value ($000) $9,249 Avg Close $28.23 Range $23.85 - $31.44

Q2 2015

Shares 338,810 Value ($000) $11,064 Avg Close $27.75 Range $25.54 - $29.68

Q1 2015

Shares 343,987 Value ($000) $10,470 Avg Close $25.40 Range $22.26 - $27.83

Q4 2014

Shares 341,027 Value ($000) $10,294 Avg Close $24.85 Range $20.39 - $27.03

Q3 2014

Shares 344,194 Value ($000) $10,115 Avg Close $24.70 Range $23.04 - $27.07

Q2 2014

Shares 354,194 Value ($000) $9,538 Avg Close $22.85 Range $21.38 - $24.38

Q1 2014

Shares 339,759 Value ($000) $9,286 Avg Close $22.70 Range $20.43 - $25.33

Q4 2013

Shares 344,759 Value ($000) $8,964 Avg Close $20.66 Range $17.68 - $22.62

Q3 2013

Shares 365,303 Value ($000) $7,723 Avg Close $18.79 Range $17.73 - $19.71

Q2 2013

Shares 364,392 Value ($000) $7,737 Avg Close $15.92 Range $13.80 - $18.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	169,676	$16,952	$94.74	$89.35 - $102.28
Q3 2025	169,728	$16,204	$94.54	$89.44 - $99.14
Q2 2025	173,403	$15,821	$83.15	$65.30 - $90.85
Q1 2025	174,460	$13,657	$77.67	$68.85 - $83.48
Q4 2024	175,371	$12,979	$73.82	$61.44 - $82.34
Q3 2024	175,354	$11,365	$64.56	$59.83 - $75.21
Q2 2024	179,439	$13,223	$72.33	$67.90 - $77.95
Q1 2024	179,583	$12,991	$64.26	$58.09 - $71.29
Q4 2023	229,700	$15,803	$56.12	$47.15 - $69.51
Q3 2023	229,815	$12,617	$58.47	$51.87 - $66.42
Q2 2023	229,827	$13,027	$50.45	$43.84 - $55.82
Q1 2023	239,239	$12,531	$70.22	$43.21 - $82.93
Q4 2022	244,776	$20,380	$74.21	$62.42 - $79.82
Q3 2022	244,166	$17,548	$66.19	$56.71 - $73.90
Q2 2022	255,850	$16,164	$65.53	$56.48 - $81.20
Q1 2022	255,909	$21,575	$83.37	$70.80 - $91.11
Q4 2021	256,096	$21,538	$76.51	$68.06 - $81.82
Q3 2021	259,270	$18,885	$67.39	$61.94 - $73.65
Q2 2021	261,732	$19,057	$66.61	$59.64 - $71.97
Q1 2021	262,855	$17,133	$56.91	$47.56 - $64.11
Q4 2020	210,531	$11,167	$42.34	$33.66 - $49.96
Q3 2020	206,516	$7,482	$32.40	$30.32 - $34.43
Q2 2020	206,456	$6,966	$33.18	$29.17 - $42.57
Q1 2020	209,493	$7,043	$38.68	$25.86 - $45.76
Q4 2019	217,725	$10,355	$40.49	$31.69 - $47.52
Q3 2019	221,345	$9,259	$36.91	$32.85 - $40.64
Q2 2019	221,041	$8,884	$39.68	$34.96 - $42.48
Q1 2019	221,291	$9,463	$40.95	$36.65 - $43.66
Q4 2018	230,038	$9,554	$40.90	$34.25 - $47.37
Q3 2018	230,275	$11,319	$46.06	$44.29 - $48.86
Q2 2018	230,237	$11,765	$49.84	$44.72 - $54.23
Q1 2018	213,582	$11,153	$48.14	$43.19 - $52.24
Q4 2017	220,977	$11,351	$42.12	$37.80 - $47.12
Q3 2017	227,915	$9,969	$37.16	$34.09 - $39.72
Q2 2017	228,415	$9,812	$35.76	$33.15 - $39.42
Q1 2017	231,250	$9,437	$36.81	$33.56 - $38.94
Q4 2016	240,135	$9,478	$31.79	$27.24 - $36.13
Q3 2016	218,274	$6,890	$26.03	$21.12 - $28.32
Q2 2016	218,527	$5,531	$25.16	$21.29 - $27.54
Q1 2016	218,339	$6,118	$23.31	$19.02 - $28.42
Q4 2015	217,179	$7,152	$27.89	$23.24 - $30.44
Q3 2015	323,855	$9,249	$28.23	$23.85 - $31.44
Q2 2015	338,810	$11,064	$27.75	$25.54 - $29.68
Q1 2015	343,987	$10,470	$25.40	$22.26 - $27.83
Q4 2014	341,027	$10,294	$24.85	$20.39 - $27.03
Q3 2014	344,194	$10,115	$24.70	$23.04 - $27.07
Q2 2014	354,194	$9,538	$22.85	$21.38 - $24.38
Q1 2014	339,759	$9,286	$22.70	$20.43 - $25.33
Q4 2013	344,759	$8,964	$20.66	$17.68 - $22.62
Q3 2013	365,303	$7,723	$18.79	$17.73 - $19.71
Q2 2013	364,392	$7,737	$15.92	$13.80 - $18.50