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

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

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

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's SCHD Position: Q2 2025 in Review

Evercore Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 16,709 shares — an estimated $467K sold.

Evercore Wealth Management first reported a position in SCHD in Q2 2015 and held it in 18 quarters. The position peaked at $470K in Q4 2024. 1,804 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Evercore Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Evercore Wealth Management sold 16,709 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $467K.
Evercore Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and held it in 18 quarters.
Evercore Wealth Management's Schwab US Dividend Equity ETF position peaked at $470K in Q4 2024.
1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.