Evergreen Wealth Management, LLC's ownership history for SCHD

Evergreen Wealth Management, LLC currently holds 44.8K shares with a market value of $1.4M. It started holding SCHD on 2024-09-30. At its peak, it held 47.2K shares on 2025-03-31. Its highest holding value was $1.4M on 2024-09-30. At its lowest, it held 17.1K shares on 2024-09-30, with a value of $1.2M on 2025-09-30. In the recent 180 days, Evergreen Wealth Management, LLC has decreased its shares by 253. In the recent year, Evergreen Wealth Management, LLC has decreased its shares by 2.5K.