Evergreen Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Buy	10,009 +110	+1%	+$3.93K	0.01%	1095
2026 Q1	$326K	Hold	9,899	–	–	0.01%	1064
2025 Q4	$324K	Buy	9,899 +650	+7%	+$21.7K	0.01%	988
2025 Q3	$309K	Hold	9,249	–	–	0.01%	950
2025 Q2	$279K	Buy	9,249 +2	+0%	+$57	0.01%	841
2025 Q1	$255K	Hold	9,247	–	–	0.01%	848
2024 Q4	$246K	Buy	9,247 +38	+0.4%	+$1.07K	0.01%	849
2024 Q3	$269K	Sell	9,209 -26	-0.3%	-$704	0.01%	763
2024 Q2	$246K	Buy	9,235 +909	+11%	+$23.7K	0.01%	746
2024 Q1	$210K	Sell	8,326 -8	-0.1%	-$197	0.01%	782
2023 Q4	$207K	Buy	+8,334	New	+$200K	0.01%	761
2023 Q3	–	Sell	-10,488	Closed	-$258K	–	842
2023 Q2	$258K	Buy	+10,488	New	+$256K	0.01%	618
2020 Q1	–	Sell	-14,058	Closed	-$385K	–	476
2019 Q4	$385K	Buy	14,058 +4,039	+40%	+$106K	0.03%	297
2019 Q3	$252K	Sell	10,019 -4,991	-33%	-$127K	0.02%	338
2019 Q2	$394K	Hold	15,010	–	–	0.04%	257
2019 Q1	$390K	Buy	15,010 +1	+0%	+$25	0.04%	241
2018 Q4	$353K	Sell	15,009 -10,790	-42%	-$261K	0.04%	241
2018 Q3	$663K	Buy	25,799 +7,055	+38%	+$183K	0.06%	197
2018 Q2	$485K	Buy	+18,744	New	+$515K	0.05%	220

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Evergreen Capital Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.1% in Q2 2026, buying an estimated $3.93K and bringing the position to 10,009 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1095.

Evergreen Capital Management first reported a position in SCHE in Q2 2018 and has held it in 19 quarters since. The position peaked at $663K in Q3 2018. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Evergreen Capital Management held 10,009 shares of Schwab Emerging Markets Equity ETF worth $363K as of Q2 2026.
Evergreen Capital Management bought 110 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $3.93K.
Schwab Emerging Markets Equity ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1095 holding.
Evergreen Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 19 quarters since.
Evergreen Capital Management's Schwab Emerging Markets Equity ETF position peaked at $663K in Q3 2018.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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