SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,932 Value ($000) $711 Avg Close — Range —
Q3 2025
Shares 26,501 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 19,957 Value ($000) $529 Avg Close — Range —
Q1 2025
Shares 19,029 Value ($000) $532 Avg Close — Range —
Q4 2024
Shares 18,964 Value ($000) $518 Avg Close — Range —
Q3 2024
Shares 7,653 Value ($000) $647 Avg Close — Range —
Q2 2024
Shares 6,127 Value ($000) $482 Avg Close — Range —
Q1 2024
Shares 6,104 Value ($000) $492 Avg Close — Range —
Q4 2023
Shares 6,105 Value ($000) $465 Avg Close — Range —
Q3 2023
Shares 5,729 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 5,328 Value ($000) $387 Avg Close — Range —
Q1 2023
Shares 4,609 Value ($000) $337 Avg Close — Range —
Q1 2022
Shares 7,674 Value ($000) $605 Avg Close — Range —
Q4 2021
Shares 7,656 Value ($000) $619 Avg Close — Range —
Q3 2021
Shares 7,635 Value ($000) $567 Avg Close — Range —
Q2 2021
Shares 3,238 Value ($000) $245 Avg Close — Range —
Q1 2021
Shares 3,220 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 3,203 Value ($000) $205 Avg Close — Range —
Q2 2019
Shares 3,995 Value ($000) $212 Avg Close — Range —