Evergreen Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.85M	Sell	175,225 -105	-0.1%	-$2.83K	0.09%	210
2026 Q1	$4.34M	Buy	175,330 +606	+0.3%	+$15.4K	0.09%	210
2025 Q4	$4.2M	Buy	174,724 +76	+0%	+$1.81K	0.09%	206
2025 Q3	$4.07M	Hold	174,648	–	–	0.1%	191
2025 Q2	$3.86M	Sell	174,648 -589	-0.3%	-$12.3K	0.12%	184
2025 Q1	$3.47M	Buy	175,237 +297	+0.2%	+$5.83K	0.12%	194
2024 Q4	$3.24M	Buy	174,940 +316	+0.2%	+$6.17K	0.11%	197
2024 Q3	$3.59M	Buy	174,624 +3,890	+2%	+$76.9K	0.12%	189
2024 Q2	$3.31M	Sell	170,734 -9,824	-5%	-$190K	0.12%	185
2024 Q1	$3.52M	Buy	180,558 +9,864	+6%	+$184K	0.13%	172
2023 Q4	$3.15M	Buy	170,694 +2,328	+1%	+$40.4K	0.13%	184
2023 Q3	$2.86M	Sell	168,366 -718	-0.4%	-$12.7K	0.13%	182
2023 Q2	$3.01M	Buy	+169,084	New	+$3M	0.13%	180
2021 Q1	–	Sell	-12,738	Closed	-$229K	–	518
2020 Q4	$229K	Sell	12,738 -2,924	-19%	-$49.3K	0.01%	392
2020 Q3	$246K	Sell	15,662 -3,124	-17%	-$49.1K	0.02%	354
2020 Q2	$279K	Buy	18,786 +3,046	+19%	+$42.8K	0.02%	318
2020 Q1	$203K	Buy	+15,740	New	+$242K	0.02%	330

Other funds holding SCHF

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Evergreen Capital Management reduced its Schwab International Equity ETF (SCHF) stake by 0.06% in Q2 2026, selling an estimated $2.83K and leaving 175,225 shares worth $4.85M. The position accounts for 0.09% of the portfolio, ranked #210.

Evergreen Capital Management first reported a position in SCHF in Q1 2020 and has held it in 17 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Evergreen Capital Management held 175,225 shares of Schwab International Equity ETF worth $4.85M as of Q2 2026.
Evergreen Capital Management sold 105 Schwab International Equity ETF shares in Q2 2026, an estimated $2.83K.
Schwab International Equity ETF made up 0.09% of Evergreen Capital Management's portfolio in Q2 2026, its #210 holding.
Evergreen Capital Management first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 17 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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