Evergreen Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$848K	Buy	26,727 +770	+3%	+$24.4K	0.01%	618
2026 Q1	$796K	Buy	25,957 +25	+0.1%	+$758	0.02%	568
2025 Q4	$711K	Sell	25,932 -569	-2%	-$15.5K	0.02%	569
2025 Q3	$723K	Buy	26,501 +6,544	+33%	+$179K	0.02%	493
2025 Q2	$529K	Buy	19,957 +928	+5%	+$24.2K	0.02%	533
2025 Q1	$532K	Buy	19,029 +65	+0.3%	+$1.81K	0.02%	483
2024 Q4	$518K	Sell	18,964 -3,995	-17%	-$114K	0.02%	491
2024 Q3	$647K	Buy	22,959 +4,578	+25%	+$125K	0.02%	428
2024 Q2	$482K	Buy	18,381 +69	+0.4%	+$1.8K	0.02%	472
2024 Q1	$492K	Sell	18,312 -3	-0%	-$78	0.02%	452
2023 Q4	$465K	Buy	18,315 +1,128	+7%	+$26.9K	0.02%	443
2023 Q3	$405K	Buy	17,187 +1,203	+8%	+$29.5K	0.02%	445
2023 Q2	$387K	Buy	15,984 +2,157	+16%	+$51.5K	0.02%	463
2023 Q1	$337K	Buy	+13,827	New	+$346K	0.02%	475
2022 Q2	–	Sell	-23,022	Closed	-$605K	–	663
2022 Q1	$605K	Buy	23,022 +54	+0.2%	+$1.41K	0.02%	346
2021 Q4	$619K	Buy	22,968 +63	+0.3%	+$1.64K	0.02%	346
2021 Q3	$567K	Buy	22,905 +13,191	+136%	+$335K	0.03%	341
2021 Q2	$245K	Buy	9,714 +54	+0.6%	+$1.36K	0.01%	463
2021 Q1	$235K	Buy	9,660 +51	+0.5%	+$1.16K	0.01%	444
2020 Q4	$205K	Buy	+9,609	New	+$195K	0.01%	415
2019 Q3	–	Sell	-11,985	Closed	-$212K	–	467
2019 Q2	$212K	Buy	+11,985	New	+$211K	0.02%	384

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Evergreen Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q2 2026, buying an estimated $24.4K and bringing the position to 26,727 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #618.

Evergreen Capital Management first reported a position in SCHD in Q2 2019 and has held it in 21 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evergreen Capital Management held 26,727 shares of Schwab US Dividend Equity ETF worth $848K as of Q2 2026.
Evergreen Capital Management bought 770 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $24.4K.
Schwab US Dividend Equity ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #618 holding.
Evergreen Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 21 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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