Evergreen Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Evergreen Advisors, LLC

  • $377 Million
  • Q2 2025

A detailed history of Evergreen Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evergreen Advisors, LLC holds 1,444,389 shares of SCHD stock, worth $38.3 Million. This represents 10.16% of its overall portfolio holdings.

Number of Shares
1,444,389
Previous 1,440,267 0.29%
Holding current value
$38.3 Million
Previous $40.3 Million 4.95%
% of portfolio
10.16%
Previous 11.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$24.32 - $27.87 $100,247 - $114,880
4,122 Added 0.29%
1,444,389 $38.3 Million
Q1 2025

May 07, 2025
SELL
$27.01 - $28.54 $132,051 - $139,532
-4,889 Reduced 0.34%
1,440,267 $40.3 Million
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $26.4 Million - $83.4 Million
982,057 Added 212.06%
1,445,156 $39.5 Million
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $1.38 Million - $1.52 Million
17,925 Added 4.03%
463,099 $39.1 Million
Q2 2024

Aug 08, 2024
BUY
$75.81 - $80.15 $1.21 Million - $1.28 Million
15,909 Added 3.71%
445,174 $34.6 Million
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $589,207 - $631,332
7,830 Added 1.86%
429,265 $34.6 Million
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $420,600 - $479,823
6,287 Added 1.51%
421,435 $32.1 Million
Q3 2023

Nov 03, 2023
BUY
$70.63 - $75.66 $280,118 - $300,067
3,966 Added 0.96%
415,148 $29.4 Million
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $999,789 - $1.07 Million
14,452 Added 3.64%
411,182 $29.9 Million
Q1 2023

May 05, 2023
BUY
$70.28 - $78.03 $1.05 Million - $1.16 Million
14,907 Added 3.9%
396,730 $29 Million
Q4 2022

Feb 02, 2023
BUY
$67.16 - $79.06 $25.6 Million - $30.2 Million
381,823 New
381,823 $28.8 Million

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Evergreen Advisors, LLC Portfolio

Follow Evergreen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email