EWM
Evercore Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,305
| Closed | -$326K | – | 404 |
|
|
2019
Q4 | $326K | Buy |
4,305
+410
| +11% | +$31K | 0.01% | 337 |
|
|
2019
Q3 | $272K | Buy |
+3,895
| New | +$272K | 0.01% | 353 |
|
|
2018
Q1 | – | Sell |
-2,210
| Closed | -$154K | – | 708 |
|
|
2017
Q4 | $154K | Hold |
2,210
| – | – | 0.01% | 401 |
|
|
2017
Q3 | $149K | Hold |
2,210
| – | – | 0.01% | 402 |
|
|
2017
Q2 | $141K | Hold |
2,210
| – | – | 0.01% | 414 |
|
|
2017
Q1 | $139K | Buy |
2,210
+1,994
| +923% | +$125K | 0.01% | 422 |
|
|
2016
Q4 | $13K | Hold |
216
| – | – | ﹤0.01% | 805 |
|
|
2016
Q3 | $12K | Hold |
216
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $12K | Hold |
216
| – | – | ﹤0.01% | 832 |
|
|
2016
Q1 | $11K | Hold |
216
| – | – | ﹤0.01% | 799 |
|
|
2015
Q4 | $11K | Buy |
+216
| New | +$11K | ﹤0.01% | 845 |
|