EWM
Evercore Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+8,523
| New | +$208K | ﹤0.01% | 385 |
|
|
2021
Q4 | – | Sell |
-3,070
| Closed | -$319K | – | 430 |
|
|
2021
Q3 | $319K | Hold |
3,070
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $319K | Hold |
3,070
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $295K | Buy |
3,070
+121
| +4% | +$11.6K | 0.01% | 366 |
|
|
2020
Q4 | $268K | Hold |
2,949
| – | – | 0.01% | 376 |
|
|
2020
Q3 | $238K | Buy |
2,949
+12
| +0.4% | +$968 | 0.01% | 343 |
|
|
2020
Q2 | $218K | Buy |
+2,937
| New | +$218K | 0.01% | 347 |
|
|
2018
Q4 | – | Sell |
-6,067
| Closed | -$422K | – | 408 |
|
|
2018
Q3 | $422K | Hold |
6,067
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $394K | Hold |
6,067
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $383K | Hold |
6,067
| – | – | 0.01% | 271 |
|
|
2017
Q4 | $387K | Hold |
6,067
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $364K | Sell |
6,067
-2,072
| -25% | -$124K | 0.01% | 289 |
|
|
2017
Q2 | $470K | Hold |
8,139
| – | – | 0.02% | 263 |
|
|
2017
Q1 | $458K | Buy |
8,139
+7,372
| +961% | +$415K | 0.02% | 268 |
|
|
2016
Q4 | $41K | Hold |
767
| – | – | ﹤0.01% | 641 |
|
|
2016
Q3 | $40K | Hold |
767
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $38K | Hold |
767
| – | – | ﹤0.01% | 632 |
|
|
2016
Q1 | $37K | Hold |
767
| – | – | ﹤0.01% | 627 |
|
|
2015
Q4 | $37K | Buy |
+767
| New | +$37K | ﹤0.01% | 653 |
|