Evergreen Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Evergreen Advisors, LLC
- $334 Million
- Q2 2024
A detailed history of Evergreen Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evergreen Advisors, LLC holds 2,182,804 shares of SCHB stock, worth $144 Million. This represents 41.08% of its overall portfolio holdings.
Number of Shares
2,182,804
Previous 2,161,447
0.99%
Holding current value
$144 Million
Previous $132 Million
4.0%
% of portfolio
41.08%
Previous 40.3%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio