Evergreen Advisors, LLC's ownership history for SCHD

Evergreen Advisors, LLC currently holds 1.4M shares with a market value of $38.3M. It started holding SCHD on 2024-09-30. At its peak, it held 1.4M shares on 2024-12-31. Its highest holding value was $40.3M on 2025-03-31. At its lowest, it held 463.1K shares on 2024-09-30, with a value of $38.3M on 2025-06-30. In the recent 180 days, Evergreen Advisors, LLC has decreased its shares by 767.