Evercore Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Hold	37,120	–	–	0.02%	207
2026 Q1	$1.08M	Hold	37,120	–	–	0.02%	213
2025 Q4	$1.21M	Hold	37,120	–	–	0.02%	201
2025 Q3	$1.18M	Hold	37,120	–	–	0.02%	202
2025 Q2	$1.08M	Hold	37,120	–	–	0.02%	210
2025 Q1	$929K	Hold	37,120	–	–	0.01%	225
2024 Q4	$1.03M	Sell	37,120 -2,448	-6%	-$66.9K	0.02%	214
2024 Q3	$1.03M	Sell	39,568 -81,560	-67%	-$2.05M	0.02%	218
2024 Q2	$3.05M	Hold	121,128	–	–	0.05%	129
2024 Q1	$2.81M	Sell	121,128 -440	-0.4%	-$9.73K	0.04%	135
2023 Q4	$2.52M	Hold	121,568	–	–	0.04%	143
2023 Q3	$2.21M	Hold	121,568	–	–	0.04%	145
2023 Q2	$2.28M	Hold	121,568	–	–	0.04%	147
2023 Q1	$1.98M	Sell	121,568 -108	-0.1%	-$1.64K	0.04%	153
2022 Q4	$1.69M	Sell	121,676 -400	-0.3%	-$5.75K	0.04%	163
2022 Q3	$1.7M	Sell	122,076 -1,644	-1%	-$25.8K	0.04%	152
2022 Q2	$1.79M	Hold	123,720	–	–	0.04%	153
2022 Q1	$2.31M	Hold	123,720	–	–	0.04%	156
2021 Q4	$2.53M	Sell	123,720 -2,552	-2%	-$51K	0.04%	149
2021 Q3	$2.34M	Sell	126,272 -1,280	-1%	-$24.4K	0.04%	158
2021 Q2	$2.33M	Sell	127,552 -3,632	-3%	-$62.8K	0.04%	161
2021 Q1	$2.13M	Buy	131,184 +8,432	+7%	+$137K	0.04%	162
2020 Q4	$1.97M	Hold	122,752	–	–	0.04%	160
2020 Q3	$1.77M	Sell	122,752 -10,160	-8%	-$142K	0.04%	152
2020 Q2	$1.69M	Hold	132,912	–	–	0.05%	157
2020 Q1	$1.32M	Sell	132,912 -6,400	-5%	-$73K	0.04%	162
2019 Q4	$1.62M	Buy	+139,312	New	+$1.54M	0.04%	171

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Evercore Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 37,120 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #207.

Evercore Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.05M in Q2 2024. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Evercore Wealth Management held 37,120 shares of Schwab US Large-Cap Growth ETF worth $1.26M as of Q2 2026.
Evercore Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #207 holding.
Evercore Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Evercore Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.05M in Q2 2024.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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