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

Evercore Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
+7,335
New +$206K ﹤0.01% 390
2025
Q1 		– Sell
-7,335
Closed -$203K – 425
2024
Q4 		$203K Buy
7,335
+4,890
+200% +$136K ﹤0.01% 400
2024
Q3 		$203K Buy
+2,445
New +$203K ﹤0.01% 402