Evercore Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	7,242 -75	-1%	-$2.58K	﹤0.01%	357
2026 Q1	$227K	Hold	7,317	–	–	﹤0.01%	373
2025 Q4	$220K	Sell	7,317 -18	-0.2%	-$537	﹤0.01%	381
2025 Q3	$217K	Hold	7,335	–	–	﹤0.01%	388
2025 Q2	$206K	Buy	+7,335	New	+$194K	﹤0.01%	390
2025 Q1	–	Sell	-7,335	Closed	-$203K	–	430
2024 Q4	$203K	Hold	7,335	–	–	﹤0.01%	400
2024 Q3	$203K	Buy	+7,335	New	+$195K	﹤0.01%	402

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Evercore Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1% in Q2 2026, selling an estimated $2.58K and leaving 7,242 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Evercore Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Evercore Wealth Management held 7,242 shares of Schwab US Mid-Cap ETF worth $267K as of Q2 2026.
Evercore Wealth Management sold 75 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.58K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #357 holding.
Evercore Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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