Evercore Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,709	Closed	-$467K	–	423
2025 Q1	$467K	Sell	16,709 -500	-3%	-$13.9K	0.01%	280
2024 Q4	$470K	Buy	17,209 +9,670	+128%	+$275K	0.01%	283
2024 Q3	$212K	Sell	7,539 -3,045	-29%	-$83K	﹤0.01%	390
2024 Q2	$274K	Hold	10,584	–	–	﹤0.01%	350
2024 Q1	$284K	Hold	10,584	–	–	﹤0.01%	350
2023 Q4	$269K	Sell	10,584 -939	-8%	-$22.4K	﹤0.01%	363
2023 Q3	$272K	Sell	11,523 -1,368	-11%	-$33.6K	0.01%	337
2023 Q2	$312K	Buy	+12,891	New	+$308K	0.01%	327
2018 Q1	–	Sell	-108	Closed	-$2K	–	709
2017 Q4	$2K	Hold	108	–	–	﹤0.01%	891
2017 Q3	$2K	Hold	108	–	–	﹤0.01%	881
2017 Q2	$2K	Hold	108	–	–	﹤0.01%	943
2017 Q1	$2K	Hold	108	–	–	﹤0.01%	953
2016 Q4	$2K	Sell	108 -582	-84%	-$8.26K	﹤0.01%	953
2016 Q3	$10K	Buy	+690	New	+$9.74K	﹤0.01%	870
2016 Q2	–	Sell	-7,500	Closed	-$100K	–	1041
2016 Q1	$100K	Hold	7,500	–	–	﹤0.01%	457
2015 Q4	$96K	Hold	7,500	–	–	﹤0.01%	479
2015 Q3	$90K	Hold	7,500	–	–	﹤0.01%	497
2015 Q2	$96K	Buy	+7,500	New	+$99.3K	﹤0.01%	525