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 $12.6 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
463,099
Previous 445,174
4.03%
Holding current value
$12.6 Million
Previous $34.6 Million
13.08%
% of portfolio
10.81%
Previous 10.36%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio