Evergreen Capital Management LLC Schwab Strategic Tr Us Small C Transaction History

Evergreen Capital Management LLC

  • $4.03 Billion
  • Q4 2025

A detailed history of Evergreen Capital Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Evergreen Capital Management LLC holds 173,223 shares of SCHA stock, worth $4.75 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
173,223
Previous 190,673 9.15%
Holding current value
$4.75 Million
Previous $5.32 Million 10.68%
% of portfolio
0.12%
Previous 0.14%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$27.17 - $28.65 $474,116 - $499,942
-17,450 Reduced 9.15%
173,223 $4.75 Million
Q3 2025

Oct 28, 2025
BUY
$25.29 - $28.33 $174,248 - $195,193
6,890 Added 3.75%
190,673 $5.32 Million
Q2 2025

Aug 14, 2025
BUY
$20.42 - $25.3 $3,450 - $4,275
169 Added 0.09%
183,783 $4.65 Million
Q1 2025

May 15, 2025
SELL
$23.16 - $27.04 $68,275 - $79,713
-2,948 Reduced 1.58%
183,614 $4.3 Million
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $2.35 Million - $4.74 Million
92,656 Added 98.67%
186,562 $4.82 Million
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $1,829 - $2,026
39 Added 0.04%
93,906 $4.84 Million
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $39,992 - $43,351
884 Added 0.95%
93,867 $4.45 Million
Q1 2024

May 15, 2024
SELL
$44.84 - $49.24 $117,346 - $128,861
-2,617 Reduced 2.74%
92,983 $4.58 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $366,353 - $461,376
9,608 Added 11.17%
95,600 $4.52 Million
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $187,664 - $211,783
4,594 Added 5.64%
85,992 $3.56 Million
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $138,926 - $152,537
3,481 Added 4.47%
81,398 $3.57 Million
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $80,715 - $93,971
2,027 Added 2.67%
77,917 $3.27 Million
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $595,476 - $677,830
15,568 Added 25.81%
75,890 $3.07 Million
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $2,146 - $2,616
57 Added 0.09%
60,322 $2.28 Million
Q2 2022

Aug 15, 2022
SELL
$37.88 - $48.01 $515,849 - $653,800
-13,618 Reduced 18.43%
60,265 $2.35 Million
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $1.65 Million - $1.92 Million
37,153 Added 101.15%
73,883 $3.5 Million
Q4 2021

Mar 11, 2022
BUY
$48.64 - $55.07 $55,352 - $62,669
1,138 Added 3.2%
36,730 $3.76 Million
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $20,334 - $22,098
421 Added 1.2%
35,592 $3.56 Million
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $9,726 - $10,634
201 Added 0.57%
35,171 $3.66 Million
Q1 2021

May 17, 2021
BUY
$43.89 - $52.63 $181,002 - $217,046
4,124 Added 13.37%
34,970 $3.49 Million
Q4 2020

Feb 16, 2021
BUY
$34.66 - $45.17 $442,018 - $576,053
12,753 Added 70.49%
30,846 $2.75 Million
Q3 2020

Nov 16, 2020
BUY
$32.09 - $36.38 $85,648 - $97,098
2,669 Added 17.3%
18,093 $1.24 Million
Q2 2020

Aug 14, 2020
SELL
$23.59 - $35.22 $163,808 - $244,567
-6,944 Reduced 31.04%
15,424 $1.01 Million
Q1 2020

May 15, 2020
BUY
$22.29 - $38.7 $251,498 - $436,652
11,283 Added 101.79%
22,368 $1.15 Million
Q4 2019

Feb 14, 2020
SELL
$33.63 - $38.03 $154,529 - $174,747
-4,595 Reduced 29.3%
11,085 $838,000
Q3 2019

Nov 14, 2019
BUY
$34.78 - $36.12 $69 - $72
2 Added 0.01%
15,680 $1.09 Million
Q2 2019

Aug 14, 2019
BUY
N/A
3,340 Added 27.07%
15,678 $1.12 Million
Q1 2019

May 10, 2019
BUY
N/A
4,238 Added 52.32%
12,338 $863,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,080 Added 34.55%
8,100 $492,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,335 Added 28.5%
6,020 $459,000
Q2 2018

Aug 13, 2018
BUY
N/A
4,685 New
4,685 $345,000

Others Institutions Holding SCHA

# of Institutions
1,337
Shares Held
262M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
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