SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 37,120 Value ($000) $1,211 Avg Close — Range —
Q3 2025
Shares 37,120 Value ($000) $1,184 Avg Close — Range —
Q2 2025
Shares 37,120 Value ($000) $1,084 Avg Close — Range —
Q1 2025
Shares 37,120 Value ($000) $929 Avg Close — Range —
Q4 2024
Shares 37,120 Value ($000) $1,035 Avg Close — Range —
Q3 2024
Shares 9,892 Value ($000) $1,031 Avg Close — Range —
Q2 2024
Shares 30,282 Value ($000) $3,054 Avg Close — Range —
Q1 2024
Shares 30,282 Value ($000) $2,808 Avg Close — Range —
Q4 2023
Shares 30,392 Value ($000) $2,521 Avg Close — Range —
Q3 2023
Shares 30,392 Value ($000) $2,210 Avg Close — Range —
Q2 2023
Shares 30,392 Value ($000) $2,278 Avg Close — Range —
Q1 2023
Shares 30,392 Value ($000) $1,981 Avg Close — Range —
Q4 2022
Shares 30,419 Value ($000) $1,690 Avg Close — Range —
Q3 2022
Shares 30,519 Value ($000) $1,703 Avg Close — Range —
Q2 2022
Shares 30,930 Value ($000) $1,794 Avg Close — Range —
Q1 2022
Shares 30,930 Value ($000) $2,314 Avg Close — Range —
Q4 2021
Shares 15,465 Value ($000) $2,532 Avg Close — Range —
Q3 2021
Shares 15,784 Value ($000) $2,337 Avg Close — Range —
Q2 2021
Shares 15,944 Value ($000) $2,327 Avg Close — Range —
Q1 2021
Shares 16,398 Value ($000) $2,128 Avg Close — Range —
Q4 2020
Shares 15,344 Value ($000) $1,970 Avg Close — Range —
Q3 2020
Shares 15,344 Value ($000) $1,767 Avg Close — Range —
Q2 2020
Shares 16,614 Value ($000) $1,687 Avg Close — Range —
Q1 2020
Shares 16,614 Value ($000) $1,323 Avg Close — Range —
Q4 2019
Shares 17,414 Value ($000) $1,618 Avg Close — Range —