Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 16,285
Value: $1.50M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,285	$1.50M	<0.1%	−208−1.3%	Reduced	Holders
Q1 2026	16,493	$1.55M	<0.1%	−153,183−90.3%	Reduced	Holders
Q4 2025	169,676	$17.0M	0.2%	−520.0%	Reduced	Holders
Q3 2025	169,728	$16.2M	0.2%	−3,675−2.1%	Reduced	Holders
Q2 2025	173,403	$15.8M	0.2%	−1,057−0.6%	Reduced	Holders
Q1 2025	174,460	$13.7M	0.2%	−911−0.5%	Reduced	Holders
Q4 2024	175,371	$13.0M	0.2%	+170.0%	Added	Holders
Q3 2024	175,354	$11.4M	0.2%	−4,085−2.3%	Reduced	Holders
Q2 2024	179,439	$13.2M	0.2%	−144−0.1%	Reduced	Holders
Q1 2024	179,583	$13.0M	0.2%	−50,117−21.8%	Reduced	Holders
Q4 2023	229,700	$15.8M	0.3%	−115−0.1%	Reduced	Holders
Q3 2023	229,815	$12.6M	0.2%	−120.0%	Reduced	Holders
Q2 2023	229,827	$13.0M	0.2%	−9,412−3.9%	Reduced	Holders
Q1 2023	239,239	$12.5M	0.2%	−5,537−2.3%	Reduced	Holders
Q4 2022	244,776	$20.4M	0.4%	+610+0.2%	Added	Holders
Q3 2022	244,166	$17.5M	0.4%	−11,684−4.6%	Reduced	Holders
Q2 2022	255,850	$16.2M	0.3%	−590.0%	Reduced	Holders
Q1 2022	255,909	$21.6M	0.4%	−187−0.1%	Reduced	Holders
Q4 2021	256,096	$21.5M	0.4%	−3,174−1.2%	Reduced	Holders
Q3 2021	259,270	$18.9M	0.3%	−2,462−0.9%	Reduced	Holders
Q2 2021	261,732	$19.1M	0.3%	−1,123−0.4%	Reduced	Holders
Q1 2021	262,855	$17.1M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.