SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 8,523 Value ($000) $229 Avg Close Range
Q3 2025
Shares 8,523 Value ($000) $224 Avg Close Range
Q2 2025
Shares 8,523 Value ($000) $208 Avg Close Range
Q3 2021
Shares 3,070 Value ($000) $319 Avg Close Range
Q2 2021
Shares 3,070 Value ($000) $319 Avg Close Range
Q1 2021
Shares 3,070 Value ($000) $295 Avg Close Range
Q4 2020
Shares 2,949 Value ($000) $268 Avg Close Range
Q3 2020
Shares 2,949 Value ($000) $238 Avg Close Range
Q2 2020
Shares 2,937 Value ($000) $218 Avg Close Range
Q3 2018
Shares 6,067 Value ($000) $422 Avg Close Range
Q2 2018
Shares 6,067 Value ($000) $394 Avg Close Range
Q1 2018
Shares 6,067 Value ($000) $383 Avg Close Range
Q4 2017
Shares 6,067 Value ($000) $387 Avg Close Range
Q3 2017
Shares 6,067 Value ($000) $364 Avg Close Range
Q2 2017
Shares 8,139 Value ($000) $470 Avg Close Range
Q1 2017
Shares 8,139 Value ($000) $458 Avg Close Range
Q4 2016
Shares 767 Value ($000) $41 Avg Close Range
Q3 2016
Shares 767 Value ($000) $40 Avg Close Range
Q2 2016
Shares 767 Value ($000) $38 Avg Close Range
Q1 2016
Shares 767 Value ($000) $37 Avg Close Range
Q4 2015
Shares 767 Value ($000) $37 Avg Close Range