SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 7,317 Value ($000) $220 Avg Close — Range —
Q3 2025
Shares 7,335 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 7,335 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 7,335 Value ($000) $203 Avg Close — Range —
Q3 2024
Shares 2,445 Value ($000) $203 Avg Close — Range —