EWM
Evercore Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,778
| Closed | -$163K | – | 711 |
|
|
2017
Q4 | $163K | Hold |
4,778
| – | – | 0.01% | 390 |
|
|
2017
Q3 | $160K | Hold |
4,778
| – | – | 0.01% | 393 |
|
|
2017
Q2 | $152K | Hold |
4,778
| – | – | 0.01% | 402 |
|
|
2017
Q1 | $143K | Buy |
+4,778
| New | +$143K | 0.01% | 417 |
|
|
2016
Q1 | – | Sell |
-1,222
| Closed | -$34K | – | 1002 |
|
|
2015
Q4 | $34K | Buy |
+1,222
| New | +$34K | ﹤0.01% | 664 |
|