Evergreen Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Evergreen Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Sell	19,327 -449	-2%	-$12.6K	0.01%	840
2026 Q1	$496K	Buy	19,776 +451	+2%	+$11.8K	0.01%	793
2025 Q4	$507K	Hold	19,325	–	–	0.01%	733
2025 Q3	$497K	Hold	19,325	–	–	0.01%	665
2025 Q2	$461K	Hold	19,325	–	–	0.01%	586
2025 Q1	$416K	Sell	19,325 -12	-0.1%	-$273	0.01%	578
2024 Q4	$439K	Buy	19,337 +11	+0.1%	+$251	0.01%	557
2024 Q3	$429K	Hold	19,326	–	–	0.01%	570
2024 Q2	$406K	Sell	19,326 -696	-3%	-$14.1K	0.01%	531
2024 Q1	$407K	Buy	20,022 +696	+4%	+$13.5K	0.02%	508
2023 Q4	$359K	Hold	19,326	–	–	0.01%	524
2023 Q3	$321K	Hold	19,326	–	–	0.01%	531
2023 Q2	$333K	Hold	19,326	–	–	0.01%	521
2023 Q1	$308K	Buy	19,326 +1,023	+6%	+$16K	0.01%	502
2022 Q4	$273K	Sell	18,303 -159	-0.9%	-$2.39K	0.01%	511
2022 Q3	$258K	Buy	18,462 +159	+0.9%	+$2.47K	0.01%	486
2022 Q2	$270K	Buy	18,303 +3	+0%	+$48	0.01%	450
2022 Q1	$326K	Hold	18,300	–	–	0.01%	463
2021 Q4	$345K	Hold	18,300	–	–	0.01%	443
2021 Q3	$317K	Hold	18,300	–	–	0.01%	425
2021 Q2	$318K	Hold	18,300	–	–	0.02%	406
2021 Q1	$295K	Hold	18,300	–	–	0.02%	402
2020 Q4	$278K	Sell	18,300 -150	-0.8%	-$2.14K	0.02%	361
2020 Q3	$245K	Buy	18,450 +150	+0.8%	+$1.97K	0.02%	357
2020 Q2	$224K	Buy	+18,300	New	+$211K	0.02%	344
2020 Q1	–	Sell	-18,300	Closed	-$234K	–	475
2019 Q4	$234K	Hold	18,300	–	–	0.02%	402
2019 Q3	$217K	Hold	18,300	–	–	0.02%	380
2019 Q2	$215K	Hold	18,300	–	–	0.02%	378
2019 Q1	$208K	Buy	+18,300	New	+$200K	0.02%	356
2018 Q4	–	Sell	-18,300	Closed	-$215K	–	404
2018 Q3	$215K	Hold	18,300	–	–	0.02%	347
2018 Q2	$201K	Buy	+18,300	New	+$200K	0.02%	340

Other funds holding SCHB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Evergreen Capital Management's SCHB Position: Q2 2026 in Review

Evergreen Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.3% in Q2 2026, selling an estimated $12.6K and leaving 19,327 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #840.

Evergreen Capital Management first reported a position in SCHB in Q2 2018 and has held it in 31 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Evergreen Capital Management held 19,327 shares of Schwab US Broad Market ETF worth $560K as of Q2 2026.
Evergreen Capital Management sold 449 Schwab US Broad Market ETF shares in Q2 2026, an estimated $12.6K.
Schwab US Broad Market ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #840 holding.
Evergreen Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 31 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.