Evercore Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Hold	8,523	–	–	﹤0.01%	369
2026 Q1	$219K	Hold	8,523	–	–	﹤0.01%	378
2025 Q4	$229K	Hold	8,523	–	–	﹤0.01%	373
2025 Q3	$224K	Hold	8,523	–	–	﹤0.01%	383
2025 Q2	$208K	Buy	+8,523	New	+$193K	﹤0.01%	385
2021 Q4	–	Sell	-18,420	Closed	-$319K	–	430
2021 Q3	$319K	Hold	18,420	–	–	0.01%	352
2021 Q2	$319K	Hold	18,420	–	–	0.01%	357
2021 Q1	$295K	Buy	18,420 +726	+4%	+$11.4K	0.01%	366
2020 Q4	$268K	Hold	17,694	–	–	0.01%	377
2020 Q3	$238K	Buy	17,694 +72	+0.4%	+$957	0.01%	343
2020 Q2	$218K	Buy	+17,622	New	+$205K	0.01%	347
2018 Q4	–	Sell	-36,402	Closed	-$422K	–	408
2018 Q3	$422K	Hold	36,402	–	–	0.01%	297
2018 Q2	$394K	Hold	36,402	–	–	0.01%	294
2018 Q1	$383K	Hold	36,402	–	–	0.01%	271
2017 Q4	$387K	Hold	36,402	–	–	0.01%	282
2017 Q3	$364K	Sell	36,402 -12,432	-25%	-$122K	0.01%	289
2017 Q2	$470K	Hold	48,834	–	–	0.02%	265
2017 Q1	$458K	Buy	48,834 +44,232	+961%	+$409K	0.02%	269
2016 Q4	$41K	Hold	4,602	–	–	﹤0.01%	642
2016 Q3	$40K	Hold	4,602	–	–	﹤0.01%	645
2016 Q2	$38K	Hold	4,602	–	–	﹤0.01%	632
2016 Q1	$37K	Hold	4,602	–	–	﹤0.01%	627
2015 Q4	$37K	Buy	+4,602	New	+$37.5K	﹤0.01%	653

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MGIA

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Evercore Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,523 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Evercore Wealth Management first reported a position in SCHX in Q4 2015 and has held it in 23 quarters since. The position peaked at $470K in Q2 2017. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Evercore Wealth Management held 8,523 shares of Schwab US Large- Cap ETF worth $251K as of Q2 2026.
Evercore Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #369 holding.
Evercore Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 23 quarters since.
Evercore Wealth Management's Schwab US Large- Cap ETF position peaked at $470K in Q2 2017.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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