CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EVR — Evercore Inc.
CIK 884546
SAN FRANCISCO, CA
Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,031,892
+$11,849,104 QoQ
Shares Held
275,398
+0.0% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. EVR ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,956,067 | $2,081,216,245 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,896,345 | $1,917,906,442 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,472,684 | $874,044,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,302,342 | $631,998,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,838,547 | $334,107,130 | |
| 6 | MC |
Moelis & Co
|
2,955,235 | $193,331,473 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
481,371 | $135,592,582 | |
| 8 | HUT |
Hut 8 Corp.
|
966,573 | $111,586,019 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,031,892 | 275,398 | Shares | Other | 2026-08-14 | |
| 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. | ||||||