EWM
Evercore Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,709
| Closed | -$467K | – | 418 |
|
|
2025
Q1 | $467K | Sell |
16,709
-500
| -3% | -$14K | 0.01% | 275 |
|
|
2024
Q4 | $470K | Buy |
17,209
+14,696
| +585% | +$401K | 0.01% | 283 |
|
|
2024
Q3 | $212K | Sell |
2,513
-1,015
| -29% | -$85.8K | ﹤0.01% | 390 |
|
|
2024
Q2 | $274K | Hold |
3,528
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $284K | Hold |
3,528
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $269K | Sell |
3,528
-313
| -8% | -$23.8K | ﹤0.01% | 363 |
|
|
2023
Q3 | $272K | Sell |
3,841
-456
| -11% | -$32.3K | 0.01% | 337 |
|
|
2023
Q2 | $312K | Buy |
+4,297
| New | +$312K | 0.01% | 327 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$2K | – | 709 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 890 |
|
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 881 |
|
|
2017
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 941 |
|
|
2017
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 952 |
|
|
2016
Q4 | $2K | Sell |
36
-194
| -84% | -$10.8K | ﹤0.01% | 952 |
|
|
2016
Q3 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 870 |
|
|
2016
Q2 | – | Sell |
-2,500
| Closed | -$100K | – | 1041 |
|
|
2016
Q1 | $100K | Hold |
2,500
| – | – | ﹤0.01% | 457 |
|
|
2015
Q4 | $96K | Hold |
2,500
| – | – | ﹤0.01% | 479 |
|
|
2015
Q3 | $90K | Hold |
2,500
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $96K | Buy |
+2,500
| New | +$96K | ﹤0.01% | 525 |
|