Evergreen Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Evergreen Advisors, LLC

$334 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$26.61 - $40.52 $69,345 - $105,595	-2,606 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$34.42 - $38.54 $89,698 - $100,435	2,606 New	2,606 $200,000

Others Institutions Holding SCHX

# of Institutions

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.49 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$293 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$248 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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