Evergreen Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Evergreen Advisors, LLC
- $366 Million
- Q4 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 1,445,156 shares of SCHD stock, worth $41.2 Million. This represents 10.79% of its overall portfolio holdings.
Number of Shares
1,445,156
Previous 463,099
212.06%
Holding current value
$41.2 Million
Previous $39.1 Million
0.86%
% of portfolio
10.79%
Previous 10.81%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio