SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 7,046 Value ($000) $201 Avg Close — Range —
Q3 2025
Shares 7,194 Value ($000) $201 Avg Close — Range —
Q4 2019
Shares 4,305 Value ($000) $326 Avg Close — Range —
Q3 2019
Shares 3,895 Value ($000) $272 Avg Close — Range —
Q4 2017
Shares 2,210 Value ($000) $154 Avg Close — Range —
Q3 2017
Shares 2,210 Value ($000) $149 Avg Close — Range —
Q2 2017
Shares 2,210 Value ($000) $141 Avg Close — Range —
Q1 2017
Shares 2,210 Value ($000) $139 Avg Close — Range —
Q4 2016
Shares 216 Value ($000) $13 Avg Close — Range —
Q3 2016
Shares 216 Value ($000) $12 Avg Close — Range —
Q2 2016
Shares 216 Value ($000) $12 Avg Close — Range —
Q1 2016
Shares 216 Value ($000) $11 Avg Close — Range —
Q4 2015
Shares 216 Value ($000) $11 Avg Close — Range —