EVERGREEN CAPITAL MANAGEMENT LLC's ownership history for SCHW

EVERGREEN CAPITAL MANAGEMENT LLC currently holds 103.5K shares with a market value of $9.7M. It started holding SCHW on 2024-09-30. At its peak, it held 150.5K shares on 2024-12-31. Its highest holding value was $11.3M on 2025-12-31. At its lowest, it held 98.1K shares on 2025-09-30, with a value of $8.8M on 2025-03-31. In the recent 180 days, EVERGREEN CAPITAL MANAGEMENT LLC has increased its shares by 5.5K. In the recent year, EVERGREEN CAPITAL MANAGEMENT LLC has decreased its shares by 9.0K.