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

Evergreen Wealth Management, LLC

$169 Billion
Q4 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 47,866 shares of SCHD stock, worth $1.33 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

47,866

Previous 17,056 180.64%

Holding current value

$1.33 Million

Previous $1.44 Billion 9.3%

% of portfolio

0.77%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $829,713 - $2.62 Million	30,810 Added 180.64%	47,866 $1.31 Billion
Q3 2024 Nov 06, 2024	SELL	$77.02 - $85.06 $70,011 - $77,319	-909 Reduced 5.06%	17,056 $1.44 Billion
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	$67.16 - $79.06 $4.92 Million - $5.8 Million	73,315 New	73,315 $5.46 Billion

Others Institutions Holding SCHD

# of Institutions

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Account

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