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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evergreen Advisors's SCHD Position: Q1 2026 in Review

Evergreen Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q1 2026, buying an estimated $1.01M and bringing the position to 1,551,080 shares worth $47.6M. The position accounts for 11.18% of the portfolio, ranked #4.

Evergreen Advisors first reported a position in SCHD in Q4 2022 and has held it in 13 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Evergreen Advisors held 1,551,080 shares of Schwab US Dividend Equity ETF worth $47.6M as of Q1 2026.
Evergreen Advisors bought 33,402 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.01M.
Schwab US Dividend Equity ETF made up 11.18% of Evergreen Advisors's portfolio in Q1 2026, its #4 holding.
Evergreen Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 13 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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