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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$461K	Hold	19,325	–	–	0.01%	583
2025 Q1	$416K	Sell	19,325 -12	-0.1%	-$258	0.01%	578
2024 Q4	$439K	Buy	19,337 +11	+0.1%	+$250	0.01%	557
2024 Q3	$429K	Hold	19,326	–	–	0.01%	570
2024 Q2	$406K	Sell	19,326 -696	-3%	-$14.6K	0.01%	531
2024 Q1	$407K	Buy	20,022 +696	+4%	+$14.2K	0.02%	508
2023 Q4	$359K	Hold	19,326	–	–	0.01%	524
2023 Q3	$321K	Hold	19,326	–	–	0.01%	530
2023 Q2	$333K	Hold	19,326	–	–	0.01%	521
2023 Q1	$308K	Buy	19,326 +1,023	+6%	+$16.3K	0.01%	502
2022 Q4	$273K	Sell	18,303 -159	-0.9%	-$2.38K	0.01%	511
2022 Q3	$258K	Buy	18,462 +159	+0.9%	+$2.22K	0.01%	485
2022 Q2	$270K	Buy	18,303 +3	+0%	+$44	0.01%	449
2022 Q1	$326K	Hold	18,300	–	–	0.01%	461
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%	-$2.28K	0.02%	360
2020 Q3	$245K	Buy	18,450 +150	+0.8%	+$1.99K	0.02%	357
2020 Q2	$224K	Buy	+18,300	New	+$224K	0.02%	344
2020 Q1	–	Sell	-18,300	Closed	-$234K	–	466
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	+$208K	0.02%	356
2018 Q4	–	Sell	-18,300	Closed	-$215K	–	405
2018 Q3	$215K	Hold	18,300	–	–	0.02%	347
2018 Q2	$201K	Buy	+18,300	New	+$201K	0.02%	340