EWM
Evercore Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
37,120
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $929K | Hold |
37,120
| – | – | 0.01% | 220 |
|
|
2024
Q4 | $1.03M | Buy |
37,120
+27,228
| +275% | +$759K | 0.02% | 214 |
|
|
2024
Q3 | $1.03M | Sell |
9,892
-20,390
| -67% | -$2.12M | 0.02% | 218 |
|
|
2024
Q2 | $3.05M | Hold |
30,282
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $2.81M | Sell |
30,282
-110
| -0.4% | -$10.2K | 0.04% | 135 |
|
|
2023
Q4 | $2.52M | Hold |
30,392
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $2.21M | Hold |
30,392
| – | – | 0.04% | 145 |
|
|
2023
Q2 | $2.28M | Hold |
30,392
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $1.98M | Sell |
30,392
-27
| -0.1% | -$1.76K | 0.04% | 153 |
|
|
2022
Q4 | $1.69M | Sell |
30,419
-100
| -0.3% | -$5.56K | 0.04% | 163 |
|
|
2022
Q3 | $1.7M | Sell |
30,519
-411
| -1% | -$22.9K | 0.04% | 152 |
|
|
2022
Q2 | $1.79M | Hold |
30,930
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $2.31M | Buy |
30,930
+15,465
| +100% | +$1.16M | 0.04% | 156 |
|
|
2021
Q4 | $2.53M | Sell |
15,465
-319
| -2% | -$52.2K | 0.04% | 149 |
|
|
2021
Q3 | $2.34M | Sell |
15,784
-160
| -1% | -$23.7K | 0.04% | 158 |
|
|
2021
Q2 | $2.33M | Sell |
15,944
-454
| -3% | -$66.3K | 0.04% | 161 |
|
|
2021
Q1 | $2.13M | Buy |
16,398
+1,054
| +7% | +$137K | 0.04% | 162 |
|
|
2020
Q4 | $1.97M | Hold |
15,344
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $1.77M | Sell |
15,344
-1,270
| -8% | -$146K | 0.04% | 152 |
|
|
2020
Q2 | $1.69M | Hold |
16,614
| – | – | 0.05% | 157 |
|
|
2020
Q1 | $1.32M | Sell |
16,614
-800
| -5% | -$63.7K | 0.04% | 162 |
|
|
2019
Q4 | $1.62M | Buy |
+17,414
| New | +$1.62M | 0.04% | 171 |
|