Schwab U S Broad Market ETF shares owned by Evergreen Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Evergreen Advisors
from 13F filings
Historical chart of Evergreen Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Evergreen Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $147M | 2.2M | 66.52 |
| 2024-06-30 | $137M | 2.2M | 62.87 |
| 2024-03-31 | $132M | 2.2M | 61.05 |
| 2023-12-31 | $123M | 2.2M | 55.67 |
| 2023-09-30 | $109M | 2.2M | 49.85 |
| 2023-06-30 | $111M | 2.1M | 51.70 |
| 2023-03-31 | $102M | 2.1M | 47.85 |
| 2022-12-31 | $93M | 2.1M | 44.81 |
| 2022-09-30 | $88M | 2.1M | 41.99 |
| 2022-06-30 | $90M | 2.0M | 44.19 |
| 2022-03-31 | $108M | 2.0M | 53.39 |
| 2021-12-31 | $112M | 989k | 113.01 |
| 2021-09-30 | $103M | 992k | 103.86 |
| 2021-06-30 | $93M | 963k | 96.71 |
| 2021-03-31 | $93M | 963k | 96.71 |
| 2020-12-31 | $84M | 924k | 90.99 |
| 2020-09-30 | $78M | 979k | 79.64 |
| 2020-06-30 | $72M | 982k | 73.47 |
| 2020-03-31 | $58M | 967k | 60.43 |
| 2019-12-31 | $88M | 1.1M | 76.88 |
| 2019-09-30 | $80M | 1.1M | 71.02 |
| 2019-06-30 | $78M | 1.1M | 70.53 |
| 2019-03-31 | $73M | 1.1M | 68.05 |
| 2018-12-31 | $62M | 1.0M | 59.93 |