Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,502,616
-$47,395 QoQ
Shares Held
16,285
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,039
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. SCHW ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,088,168 | $227,470,637 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,984 | $5,040,668 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
16,285 | $1,502,616 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,071 | $608,799 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
11,963 | $597,910 | |
| 6 | EVR |
Evercore Inc.
|
720 | $245,836 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,502,616 | 16,285 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,550,011 | 16,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,952,328 | 169,676 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,203,932 | 169,728 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,821,288 | 173,403 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,656,728 | 174,460 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,979,207 | 175,371 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,364,692 | 175,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,222,859 | 179,439 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,991,033 | 179,583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,803,359 | 229,700 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,616,842 | 229,815 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,026,593 | 229,827 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,531,338 | 239,239 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,380,049 | 244,776 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,548,209 | 244,166 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,164,602 | 255,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,575,687 | 255,909 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,537,672 | 256,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,885,225 | 259,270 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,056,706 | 261,732 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,132,888 | 262,855 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,166,563 | 210,531 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,482,074 | 206,516 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,965,825 | 206,456 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,043,154 | 209,493 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||