Evergreen Advisors
SCHD icon

Evergreen Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Evergreen Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$51M Sell
1,566,315
-1,822
-0.1% -$61.4K 10.94% 3
2026
Q2 		$49.7M Buy
1,568,137
+17,057
+1% +$541K 10.61% 4
2026
Q1 		$47.6M Buy
1,551,080
+33,402
+2% +$1.01M 11.18% 4
2025
Q4 		$41.6M Buy
+1,517,678
New +$41.3M 10.15% 4
2025
Q2 		$38.3M Buy
1,444,389
+4,122
+0.3% +$108K 10.14% 4
2025
Q1 		$40.3M Sell
1,440,267
-4,889
-0.3% -$136K 11.18% 4
2024
Q4 		$39.5M Buy
1,445,156
+55,859
+4% +$1.59M 10.79% 4
2024
Q3 		$39.1M Buy
1,389,297
+53,775
+4% +$1.46M 10.81% 4
2024
Q2 		$34.6M Buy
1,335,522
+47,727
+4% +$1.24M 10.36% 4
2024
Q1 		$34.6M Buy
1,287,795
+23,490
+2% +$607K 10.57% 4
2023
Q4 		$32.1M Buy
1,264,305
+18,861
+2% +$449K 10.41% 4
2023
Q3 		$29.4M Buy
1,245,444
+11,898
+1% +$292K 10.6% 4
2023
Q2 		$29.9M Buy
1,233,546
+43,356
+4% +$1.04M 10.55% 4
2023
Q1 		$29M Buy
1,190,190
+44,721
+4% +$1.12M 10.78% 4
2022
Q4 		$28.8M Buy
+1,145,469
New +$28.3M 11.45% 4

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Evergreen Advisors's SCHD Position: Q3 2026 in Review

Evergreen Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.12% in Q3 2026, selling an estimated $61.4K and leaving 1,566,315 shares worth $51M. The position accounts for 10.94% of the portfolio, ranked #3.

Evergreen Advisors first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Evergreen Advisors held 1,566,315 shares of Schwab US Dividend Equity ETF worth $51M as of Q3 2026.
  • Evergreen Advisors sold 1,822 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $61.4K.
  • Schwab US Dividend Equity ETF made up 10.94% of Evergreen Advisors's portfolio in Q3 2026, its #3 holding.
  • Evergreen Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Evergreen Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.