SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q1 2025
Shares 16,709 Value ($000) $467 Avg Close — Range —
Q4 2024
Shares 17,209 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 2,513 Value ($000) $212 Avg Close — Range —
Q2 2024
Shares 3,528 Value ($000) $274 Avg Close — Range —
Q1 2024
Shares 3,528 Value ($000) $284 Avg Close — Range —
Q4 2023
Shares 3,528 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 3,841 Value ($000) $272 Avg Close — Range —
Q2 2023
Shares 4,297 Value ($000) $312 Avg Close — Range —
Q4 2017
Shares 36 Value ($000) $2 Avg Close — Range —
Q3 2017
Shares 36 Value ($000) $2 Avg Close — Range —
Q2 2017
Shares 36 Value ($000) $2 Avg Close — Range —
Q1 2017
Shares 36 Value ($000) $2 Avg Close — Range —
Q4 2016
Shares 36 Value ($000) $2 Avg Close — Range —
Q3 2016
Shares 230 Value ($000) $10 Avg Close — Range —
Q1 2016
Shares 2,500 Value ($000) $100 Avg Close — Range —
Q4 2015
Shares 2,500 Value ($000) $96 Avg Close — Range —
Q3 2015
Shares 2,500 Value ($000) $90 Avg Close — Range —
Q2 2015
Shares 2,500 Value ($000) $96 Avg Close — Range —