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Evergreen Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Evergreen Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158M Buy
6,280,152
+112,717
+2% +$2.96M 37.02% 1
2025
Q4 		$162M Buy
+6,167,435
New +$161M 39.45% 1
2025
Q2 		$147M Sell
6,170,240
-104,227
-2% -$2.3M 38.95% 1
2025
Q1 		$135M Sell
6,274,467
-92,406
-1% -$2.1M 37.5% 1
2024
Q4 		$145M Sell
6,366,873
-252,081
-4% -$5.76M 39.51% 1
2024
Q3 		$147M Buy
6,618,954
+70,542
+1% +$1.51M 40.52% 1
2024
Q2 		$137M Buy
6,548,412
+64,071
+1% +$1.3M 41.08% 1
2024
Q1 		$132M Sell
6,484,341
-136,323
-2% -$2.64M 40.3% 1
2023
Q4 		$123M Buy
6,620,664
+65,067
+1% +$1.12M 39.87% 1
2023
Q3 		$109M Buy
6,555,597
+135,690
+2% +$2.35M 39.3% 1
2023
Q2 		$111M Buy
6,419,907
+33,357
+0.5% +$544K 39.1% 1
2023
Q1 		$102M Buy
6,386,550
+145,794
+2% +$2.28M 37.82% 1
2022
Q4 		$93.2M Sell
6,240,756
-52,998
-0.8% -$796K 36.99% 1
2022
Q3 		$88.1M Buy
6,293,754
+175,155
+3% +$2.72M 37.08% 1
2022
Q2 		$90.1M Buy
6,118,599
+43,164
+0.7% +$693K 36.28% 1
2022
Q1 		$108M Buy
6,075,435
+144,687
+2% +$2.54M 37.98% 1
2021
Q4 		$112M Sell
5,930,748
-18,960
-0.3% -$349K 38.11% 1
2021
Q3 		$103M Buy
5,949,708
+170,532
+3% +$3.03M 36.66% 1
2021
Q2 		$93.2M Hold
5,779,176
– – 40.4% 1
2021
Q1 		$93.2M Buy
5,779,176
+236,220
+4% +$3.72M 35.69% 1
2020
Q4 		$84.1M Sell
5,542,956
-329,376
-6% -$4.69M 34.57% 1
2020
Q3 		$77.9M Sell
5,872,332
-17,814
-0.3% -$234K 35.63% 1
2020
Q2 		$72.1M Buy
5,890,146
+88,452
+2% +$1.02M 34.96% 1
2020
Q1 		$58.4M Sell
5,801,694
-1,036,074
-15% -$12.5M 32.78% 2
2019
Q4 		$87.6M Buy
6,837,768
+62,412
+0.9% +$766K 49.66% 1
2019
Q3 		$80.2M Buy
6,775,356
+180,996
+3% +$2.14M 49% 1
2019
Q2 		$77.5M Buy
6,594,360
+141,654
+2% +$1.64M 48.65% 1
2019
Q1 		$73.2M Buy
6,452,706
+232,824
+4% +$2.54M 61.63% 1
2018
Q4 		$62.1M Buy
+6,219,882
New +$67.3M 61.64% 1

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Evergreen Advisors's SCHB Position: Q1 2026 in Review

Evergreen Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q1 2026, buying an estimated $2.96M and bringing the position to 6,280,152 shares worth $158M. The position accounts for 37.02% of the portfolio, ranked #1.

Evergreen Advisors first reported a position in SCHB in Q4 2018 and has held it in 29 quarters since. The position peaked at $162M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Evergreen Advisors held 6,280,152 shares of Schwab US Broad Market ETF worth $158M as of Q1 2026.
  • Evergreen Advisors bought 112,717 Schwab US Broad Market ETF shares in Q1 2026, an estimated $2.96M.
  • Schwab US Broad Market ETF made up 37.02% of Evergreen Advisors's portfolio in Q1 2026, its #1 holding.
  • Evergreen Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Evergreen Advisors's Schwab US Broad Market ETF position peaked at $162M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.