Evercore Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evercore Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Sell	6,972 -74	-1%	-$2.44K	﹤0.01%	366
2026 Q1	$205K	Hold	7,046	–	–	﹤0.01%	393
2025 Q4	$201K	Sell	7,046 -148	-2%	-$4.18K	﹤0.01%	396
2025 Q3	$201K	Buy	+7,194	New	+$192K	﹤0.01%	403
2020 Q1	–	Sell	-17,220	Closed	-$326K	–	404
2019 Q4	$326K	Buy	17,220 +1,640	+11%	+$29.7K	0.01%	337
2019 Q3	$272K	Buy	+15,580	New	+$275K	0.01%	353
2018 Q1	–	Sell	-8,840	Closed	-$154K	–	708
2017 Q4	$154K	Hold	8,840	–	–	0.01%	401
2017 Q3	$149K	Hold	8,840	–	–	0.01%	402
2017 Q2	$141K	Hold	8,840	–	–	0.01%	416
2017 Q1	$139K	Buy	8,840 +7,976	+923%	+$125K	0.01%	423
2016 Q4	$13K	Hold	864	–	–	﹤0.01%	806
2016 Q3	$12K	Hold	864	–	–	﹤0.01%	854
2016 Q2	$12K	Hold	864	–	–	﹤0.01%	832
2016 Q1	$11K	Hold	864	–	–	﹤0.01%	799
2015 Q4	$11K	Buy	+864	New	+$11.5K	﹤0.01%	845

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Evercore Wealth Management's SCHA Position: Q2 2026 in Review

Evercore Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q2 2026, selling an estimated $2.44K and leaving 6,972 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Evercore Wealth Management first reported a position in SCHA in Q4 2015 and has held it in 15 quarters since. The position peaked at $326K in Q4 2019. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Evercore Wealth Management held 6,972 shares of Schwab U.S Small- Cap ETF worth $252K as of Q2 2026.
Evercore Wealth Management sold 74 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.44K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #366 holding.
Evercore Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 15 quarters since.
Evercore Wealth Management's Schwab U.S Small- Cap ETF position peaked at $326K in Q4 2019.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.