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

Evergreen Wealth Management, LLC

$191 Billion
Q3 2025

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 45,011 shares of SCHD stock, worth $1.23 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

45,011

Previous 47,111 4.46%

Holding current value

$1.23 Million

Previous $1.25 Billion 1.57%

% of portfolio

0.64%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$26.38 - $27.95 $55,398 - $58,695	-2,100 Reduced 4.46%	45,011 $1.23 Billion
Q2 2025 Aug 04, 2025	SELL	$24.32 - $27.87 $2,723 - $3,121	-112 Reduced 0.24%	47,111 $1.25 Billion
Q1 2025 May 05, 2025	SELL	$27.01 - $28.54 $17,367 - $18,351	-643 Reduced 1.34%	47,223 $1.32 Billion
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

2,058

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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