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Evergreen Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evergreen Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45K Buy
+1,753
New +$47K 0.01% 66
2020
Q1 		– Sell
-15,636
Closed -$200K – 19
2019
Q4 		$200K Buy
+15,636
New +$192K 0.11% 18

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Evergreen Advisors's SCHX Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 1,753 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #66 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in SCHX as recently as Q4 2019.

Evergreen Advisors first reported a position in SCHX in Q4 2019 and has held it in 2 quarters since. The position peaked at $200K in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Evergreen Advisors held 1,753 shares of Schwab US Large- Cap ETF worth $45K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new Evergreen Advisors position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #66 holding.
  • Evergreen Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • Evergreen Advisors's Schwab US Large- Cap ETF position peaked at $200K in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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