Evergreen Capital Management LLC Schwab Strategic Tr Us Emergin Transaction History
Evergreen Capital Management LLC
- $2.6 Billion
- Q2 2024
A detailed history of Evergreen Capital Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Evergreen Capital Management LLC holds 9,235 shares of SCHE stock, worth $267,260. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,235
Previous 8,326
10.92%
Holding current value
$267,260
Previous $210,000
16.67%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio