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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	406
2018 Q3	$215K	Hold	18,300	–	–	0.02%	347
2018 Q2	$201K	Buy	+18,300	New	+$200K	0.02%	340

Other funds holding SCHB