Evergreen Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Evergreen Advisors, LLC

  • $362 Million
  • Q3 2024

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 463,099 shares of SCHD stock, worth $13.1 Million. This represents 10.81% of its overall portfolio holdings.

Number of Shares
463,099
Previous 445,174 4.03%
Holding current value
$13.1 Million
Previous $34.6 Million 13.08%
% of portfolio
10.81%
Previous 10.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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