Evergreen Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024

A detailed history of Evergreen Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Evergreen Capital Management LLC holds 2,503 shares of SCHM stock, worth $71,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,503
Holding current value
$71,285
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $188,901 - $208,199
2,503 New
2,503 $207,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $194,762 - $217,580
2,672 New
2,672 $217,000
Q3 2023

Nov 14, 2023
BUY
$66.75 - $73.98 $276,211 - $306,129
4,138 New
4,138 $280,000

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email