EWM
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Evercore Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Evercore Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-48
Closed -$3K – 1003
2015
Q4 		$3K Buy
+48
New +$3K ﹤0.01% 966