Evergreen Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Evergreen Wealth Management, LLC

  • $148 Billion
  • Q1 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 17,965 shares of SCHD stock, worth $1.38 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
17,965
Previous 17,965 -0.0%
Holding current value
$1.38 Million
Previous $1.37 Billion 5.91%
% of portfolio
0.98%
Previous 1.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $23,080 - $26,330
-345 Reduced 1.88%
17,965 $1.37 Billion
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $4.34 Million - $4.65 Million
-61,397 Reduced 77.03%
18,310 $1.3 Billion
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $573,433 - $612,888
8,289 Added 11.61%
79,707 $5.79 Billion
Q1 2023

Apr 25, 2023
SELL
$70.28 - $78.03 $133,321 - $148,022
-1,897 Reduced 2.59%
71,418 $5.22 Billion
Q4 2022

Feb 14, 2023
BUY
$73.08 - $79.06 $5.36 Million - $5.8 Million
73,315 New
73,315 $5.46 Billion

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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