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Schwab Strategic Tr us dividend eq shares owned by Evergreen Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Evergreen Advisors from 13F filings

Historical chart of Evergreen Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 463k 84.53
2024-06-30 $35M 445k 77.76
2024-03-31 $35M 429k 80.63
2023-12-31 $32M 421k 76.13
2023-09-30 $29M 415k 70.76
2023-06-30 $30M 411k 72.62
2023-03-31 $29M 397k 73.16
2022-12-31 $29M 382k 75.54

More positions owned by Evergreen Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Smartfinancial Com New (SMBK)

View all positions for Evergreen Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq