Evercore Wealth Management, LLC's ownership history for SCHW

Evercore Wealth Management, LLC currently holds 169.7K shares with a market value of $16.2M. It started holding SCHW on 2024-09-30. At its peak, it held 175.4K shares on 2024-12-31. Its highest holding value was $16.2M on 2025-09-30. At its lowest, it held 169.7K shares on 2025-09-30, with a value of $11.4M on 2024-09-30. In the recent 180 days, Evercore Wealth Management, LLC has decreased its shares by 4.7K. In the recent year, Evercore Wealth Management, LLC has decreased its shares by 5.6K.