Skip to content
Disclosery

Evercore Wealth Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 16,285 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,285 shares
    Change vs previous 13F -208 shares

    0.02% of the 13F portfolio, value $1,502,617.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,493 shares
    Change vs previous 13F -153,183 shares

    0.02% of the 13F portfolio, value $1,550,012.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 169,676 shares
    Change vs previous 13F -52 shares

    0.25% of the 13F portfolio, value $16,952,330.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 169,728 shares
    Change vs previous 13F -3,675 shares

    0.24% of the 13F portfolio, value $16,203,932.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 173,403 shares
    Change vs previous 13F -1,057 shares

    0.25% of the 13F portfolio, value $15,821,290.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 174,460 shares
    Change vs previous 13F -911 shares

    0.22% of the 13F portfolio, value $13,656,729.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 175,371 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $12,979,207.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 175,354 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,364,692.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).