Evergreen Advisors, LLC's ownership history for SCHB

Evergreen Advisors, LLC currently holds 6.2M shares with a market value of $147.0M. It started holding SCHB on 2024-09-30. At its peak, it held 6.4M shares on 2024-12-31. Its highest holding value was $147.0M on 2025-06-30. At its lowest, it held 2.2M shares on 2024-09-30, with a value of $135.1M on 2025-03-31. In the recent 180 days, Evergreen Advisors, LLC has decreased its shares by 196.6K.