News + Filings Holdings
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Evercore Wealth Management, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 4,297 | 4,297 | 312,074,000 | 312,074,000 | $72,626.02 |
| 03/31/2018 | Schwab US Dividend Equity ETF | SCHD | 0 | -36 | 0 | -2,000 | |
| 12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 36 | 0 | 2,000 | 0 | $55.56 |
| 09/30/2017 | Schwab US Dividend Equity ETF | SCHD | 36 | 0 | 2,000 | 0 | $55.56 |
| 06/30/2017 | Schwab US Dividend Equity ETF | SCHD | 36 | 0 | 2,000 | 0 | $55.56 |
| 03/31/2017 | Schwab US Dividend Equity ETF | SCHD | 36 | 36 | 2,000 | 2,000 | $55.56 |
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