Charles Schwab
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Charles Schwab’s EverCommerce EVCM Stock Holding History

Charles Schwab’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
143,462
-1,619
-1% -$17.1K ﹤0.01% 2896
2026
Q1 		$1.66M Sell
145,081
-3,392
-2% -$38.5K ﹤0.01% 2766
2025
Q4 		$1.8M Sell
148,473
-3,062
-2% -$32.5K ﹤0.01% 2779
2025
Q3 		$1.69M Buy
151,535
+6,103
+4% +$68.1K ﹤0.01% 2792
2025
Q2 		$1.53M Sell
145,432
-17,430
-11% -$176K ﹤0.01% 2755
2025
Q1 		$1.64M Sell
162,862
-5,725
-3% -$58.3K ﹤0.01% 2675
2024
Q4 		$1.86M Buy
168,587
+1,092
+0.7% +$12.2K ﹤0.01% 2702
2024
Q3 		$1.74M Sell
167,495
-8,464
-5% -$91.5K ﹤0.01% 2748
2024
Q2 		$1.93M Sell
175,959
-2,134
-1% -$20.6K ﹤0.01% 2709
2024
Q1 		$1.68M Buy
178,093
+3,140
+2% +$30.6K ﹤0.01% 2644
2023
Q4 		$1.93M Sell
174,953
-938
-0.5% -$9.04K ﹤0.01% 2635
2023
Q3 		$1.76M Sell
175,891
-26,366
-13% -$283K ﹤0.01% 2637
2023
Q2 		$2.39M Buy
202,257
+355
+0.2% +$4.15K ﹤0.01% 2497
2023
Q1 		$2.14M Sell
201,902
-3,225
-2% -$31.2K ﹤0.01% 2512
2022
Q4 		$1.53M Buy
205,127
+3,458
+2% +$26.4K ﹤0.01% 2641
2022
Q3 		$2.21M Buy
201,669
+55,397
+38% +$628K ﹤0.01% 2558
2022
Q2 		$1.32M Sell
146,272
-16,910
-10% -$182K ﹤0.01% 2695
2022
Q1 		$2.15M Buy
163,182
+32,992
+25% +$409K ﹤0.01% 2617
2021
Q4 		$2.05M Buy
130,190
+1,814
+1% +$32.3K ﹤0.01% 2701
2021
Q3 		$2.12M Buy
+128,376
New +$2.36M ﹤0.01% 2694

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab's EVCM Position: Q2 2026 in Review

Charles Schwab reduced its EverCommerce (EVCM) stake by 1.1% in Q2 2026, selling an estimated $17.1K and leaving 143,462 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Charles Schwab first reported a position in EVCM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.39M in Q2 2023. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Charles Schwab held 143,462 shares of EverCommerce worth $1.44M as of Q2 2026.
  • Charles Schwab sold 1,619 EverCommerce shares in Q2 2026, an estimated $17.1K.
  • EverCommerce made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2896 holding.
  • Charles Schwab first reported a position in EverCommerce in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's EverCommerce position peaked at $2.39M in Q2 2023.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.