Evergreen Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.17M | Sell |
170,877
-577
| -0.3% | -$19.1K | 0.11% | 177 |
|
|
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
AA
Evergreen Capital Management's SCHA Position: Q2 2026 in Review
Evergreen Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.34% in Q2 2026, selling an estimated $19.1K and leaving 170,877 shares worth $6.17M. The position accounts for 0.11% of the portfolio, ranked #177.
Evergreen Capital Management first reported a position in SCHA in Q2 2018 and has held it in 33 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Evergreen Capital Management held 170,877 shares of Schwab U.S Small- Cap ETF worth $6.17M as of Q2 2026.
- Evergreen Capital Management sold 577 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $19.1K.
- Schwab U.S Small- Cap ETF made up 0.11% of Evergreen Capital Management's portfolio in Q2 2026, its #177 holding.
- Evergreen Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 33 quarters since.
- 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.