CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EVR — Evercore Inc.
CIK 884546
SAN FRANCISCO, CA
Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$82,182,788
-$8,728,609 QoQ
Shares Held
275,310
+3.0% QoQ
Ownership
0.712%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99854709236861.ToString("F0")%
Shared 0.ToString("F0")%
None 0.001452907631397334.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,371,999,400 across 51 Capital Markets names. EVR ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,991,147 | $1,644,243,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923,317 | $1,627,106,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,590,282 | $901,294,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,776,026 | $400,278,601 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,592,551 | $240,952,395 | |
| 6 | MC |
Moelis & Co
|
2,703,182 | $154,081,374 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
440,464 | $132,504,785 | |
| 8 | TW |
Tradeweb Markets Inc.
|
989,492 | $116,423,628 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,182,788 | 275,310 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,911,397 | 267,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,770,480 | 263,164 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $97,788,013 | 362,151 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $71,044,797 | 355,722 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $99,383,702 | 358,540 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $92,729,533 | 366,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,017,646 | 268,760 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,824,693 | 263,901 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $43,996,454 | 257,214 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,437,873 | 249,767 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,581,052 | 231,257 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $26,548,014 | 230,092 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $86,583,122 | 793,758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $64,152,121 | 779,965 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,051,006 | 726,963 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $75,558,783 | 678,753 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $86,424,645 | 636,177 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $86,271,286 | 645,405 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $98,742,553 | 701,446 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $73,903,636 | 560,981 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $63,918,585 | 582,986 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $38,300,056 | 585,091 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,948,554 | 525,264 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,842,768 | 387,381 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||