Evergreen Capital Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Evergreen Capital Management LLC
- $2.47 Billion
- Q1 2024
A detailed history of Evergreen Capital Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 29,467 shares of SCHH stock, worth $587,866. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,467
Previous 29,467
-0.0%
Holding current value
$587,866
Previous $610,000
1.97%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio