Evergreen Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Evergreen Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.7M	Buy	2,478,368 +7,469	+0.3%	+$201K	14.65%	2
2026 Q1	$61.2M	Buy	2,470,899 +20,654	+0.8%	+$525K	14.36%	2
2025 Q4	$58.9M	Buy	+2,450,245	New	+$58.2M	14.37%	2
2025 Q2	$53.5M	Sell	2,419,768 -40,655	-2%	-$846K	14.17%	2
2025 Q1	$48.7M	Sell	2,460,423 -35,619	-1%	-$699K	13.51%	2
2024 Q4	$46.2M	Buy	2,496,042 +90,466	+4%	+$1.77M	12.62%	2
2024 Q3	$49.5M	Buy	2,405,576 +58,848	+3%	+$1.16M	13.66%	2
2024 Q2	$45.1M	Buy	2,346,728 +48,586	+2%	+$940K	13.5%	2
2024 Q1	$44.8M	Buy	2,298,142 +386	+0%	+$7.22K	13.69%	2
2023 Q4	$42.5M	Buy	2,297,756 +60,840	+3%	+$1.06M	13.78%	2
2023 Q3	$38M	Buy	2,236,916 +48,998	+2%	+$866K	13.7%	2
2023 Q2	$39M	Buy	2,187,918 +36,932	+2%	+$656K	13.78%	2
2023 Q1	$37.4M	Buy	2,150,986 +52,212	+2%	+$894K	13.89%	2
2022 Q4	$33.8M	Buy	2,098,774 +34,086	+2%	+$532K	13.41%	2
2022 Q3	$29M	Buy	2,064,688 +47,912	+2%	+$752K	12.22%	3
2022 Q2	$31.7M	Buy	2,016,776 +20,592	+1%	+$351K	12.77%	3
2022 Q1	$36.6M	Buy	1,996,184 +69,910	+4%	+$1.3M	12.88%	3
2021 Q4	$37.4M	Buy	1,926,274 +59,056	+3%	+$1.16M	12.77%	3
2021 Q3	$36.1M	Buy	1,867,218 +66,064	+4%	+$1.31M	12.86%	3
2021 Q2	$33.9M	Hold	1,801,154	–	–	14.7%	3
2021 Q1	$33.9M	Buy	1,801,154 +58,690	+3%	+$1.09M	12.98%	3
2020 Q4	$31.4M	Buy	1,742,464 +32,338	+2%	+$545K	12.9%	3
2020 Q3	$26.8M	Buy	1,710,126 +8,346	+0.5%	+$131K	12.27%	4
2020 Q2	$25.3M	Buy	1,701,780 +26,372	+2%	+$371K	12.27%	4
2020 Q1	$21.6M	Buy	1,675,408 +327,648	+24%	+$5.04M	12.14%	4
2019 Q4	$22.7M	Buy	1,347,760 +35,774	+3%	+$589K	12.85%	2
2019 Q3	$20.9M	Buy	1,311,986 +22,850	+2%	+$359K	12.77%	2
2019 Q2	$20.7M	Buy	1,289,136 +9,838	+0.8%	+$156K	12.98%	2
2019 Q1	$20M	Buy	1,279,298 +85,598	+7%	+$1.31M	16.87%	2
2018 Q4	$16.9M	Buy	+1,193,700	New	+$18.3M	16.79%	2

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evergreen Advisors's SCHF Position: Q2 2026 in Review

Evergreen Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.3% in Q2 2026, buying an estimated $201K and bringing the position to 2,478,368 shares worth $68.7M. The position accounts for 14.65% of the portfolio, ranked #2.

Evergreen Advisors first reported a position in SCHF in Q4 2018 and has held it in 30 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Evergreen Advisors held 2,478,368 shares of Schwab International Equity ETF worth $68.7M as of Q2 2026.
Evergreen Advisors bought 7,469 Schwab International Equity ETF shares in Q2 2026, an estimated $201K.
Schwab International Equity ETF made up 14.65% of Evergreen Advisors's portfolio in Q2 2026, its #2 holding.
Evergreen Advisors first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 30 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.