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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Evergreen Capital Management's SCHE Position: Q1 2026 in Review

Evergreen Capital Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 9,899 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1064.

Evergreen Capital Management first reported a position in SCHE in Q2 2018 and has held it in 18 quarters since. The position peaked at $663K in Q3 2018. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Evergreen Capital Management held 9,899 shares of Schwab Emerging Markets Equity ETF worth $326K as of Q1 2026.
  • Evergreen Capital Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1064 holding.
  • Evergreen Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and has held it in 18 quarters since.
  • Evergreen Capital Management's Schwab Emerging Markets Equity ETF position peaked at $663K in Q3 2018.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.