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Evergreen Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evergreen Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.99M Sell
171,454
-1,769
-1% -$53K 0.11% 194
2025
Q4 		$4.93M Sell
173,223
-17,450
-9% -$493K 0.11% 188
2025
Q3 		$5.32M Buy
190,673
+6,890
+4% +$184K 0.13% 170
2025
Q2 		$4.65M Buy
183,783
+169
+0.1% +$4K 0.14% 166
2025
Q1 		$4.3M Sell
183,614
-2,948
-2% -$75.1K 0.14% 164
2024
Q4 		$4.82M Sell
186,562
-1,250
-0.7% -$33.3K 0.16% 153
2024
Q3 		$4.84M Buy
187,812
+78
+0% +$1.94K 0.16% 155
2024
Q2 		$4.47M Buy
187,734
+1,768
+1% +$41.9K 0.16% 152
2024
Q1 		$4.58M Sell
185,966
-5,234
-3% -$123K 0.17% 145
2023
Q4 		$4.52M Buy
191,200
+19,216
+11% +$405K 0.18% 149
2023
Q3 		$3.56M Buy
171,984
+9,188
+6% +$202K 0.16% 159
2023
Q2 		$3.57M Buy
162,796
+6,962
+4% +$145K 0.15% 165
2023
Q1 		$3.27M Buy
155,834
+4,054
+3% +$87.1K 0.15% 165
2022
Q4 		$3.07M Buy
151,780
+31,136
+26% +$638K 0.14% 169
2022
Q3 		$2.28M Buy
120,644
+114
+0.1% +$2.38K 0.12% 199
2022
Q2 		$2.35M Sell
120,530
-27,236
-18% -$582K 0.12% 188
2022
Q1 		$3.5M Buy
147,766
+846
+0.6% +$20K 0.14% 178
2021
Q4 		$3.76M Buy
146,920
+4,552
+3% +$118K 0.15% 167
2021
Q3 		$3.56M Buy
142,368
+1,684
+1% +$42.8K 0.16% 146
2021
Q2 		$3.66M Buy
140,684
+804
+0.6% +$20.6K 0.18% 136
2021
Q1 		$3.49M Buy
139,880
+16,496
+13% +$406K 0.18% 135
2020
Q4 		$2.75M Buy
123,384
+51,012
+70% +$1.02M 0.16% 139
2020
Q3 		$1.24M Buy
72,372
+10,676
+17% +$184K 0.09% 184
2020
Q2 		$1.01M Sell
61,696
-27,776
-31% -$416K 0.08% 190
2020
Q1 		$1.15M Buy
89,472
+45,132
+102% +$767K 0.11% 154
2019
Q4 		$838K Sell
44,340
-18,380
-29% -$333K 0.07% 187
2019
Q3 		$1.09M Buy
62,720
+8
+0% +$141 0.1% 154
2019
Q2 		$1.12M Buy
62,712
+13,360
+27% +$236K 0.11% 154
2019
Q1 		$863K Buy
49,352
+16,952
+52% +$290K 0.09% 162
2018
Q4 		$492K Buy
32,400
+8,320
+35% +$141K 0.05% 208
2018
Q3 		$459K Buy
24,080
+5,340
+28% +$102K 0.04% 228
2018
Q2 		$345K Buy
+18,740
New +$339K 0.03% 243

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evergreen Capital Management's SCHA Position: Q1 2026 in Review

Evergreen Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q1 2026, selling an estimated $53K and leaving 171,454 shares worth $4.99M. The position accounts for 0.11% of the portfolio, ranked #194.

Evergreen Capital Management first reported a position in SCHA in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.32M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Evergreen Capital Management held 171,454 shares of Schwab U.S Small- Cap ETF worth $4.99M as of Q1 2026.
  • Evergreen Capital Management sold 1,769 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $53K.
  • Schwab U.S Small- Cap ETF made up 0.11% of Evergreen Capital Management's portfolio in Q1 2026, its #194 holding.
  • Evergreen Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Evergreen Capital Management's Schwab U.S Small- Cap ETF position peaked at $5.32M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.