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Evergreen Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Evergreen Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$575K Buy
19,740
+272
+1% +$8.46K 0.01% 707
2025
Q4 		$635K Sell
19,468
-2,000
-9% -$65K 0.01% 610
2025
Q3 		$685K Hold
21,468
– – 0.02% 516
2025
Q2 		$627K Buy
21,468
+4,512
+27% +$119K 0.02% 477
2025
Q1 		$425K Sell
16,956
-196
-1% -$5.37K 0.01% 573
2024
Q4 		$478K Buy
17,152
+644
+4% +$17.6K 0.02% 528
2024
Q3 		$430K Buy
16,508
+652
+4% +$16.4K 0.01% 567
2024
Q2 		$400K Buy
15,856
+504
+3% +$11.9K 0.01% 537
2024
Q1 		$356K Buy
15,352
+1,168
+8% +$25.8K 0.01% 564
2023
Q4 		$294K Buy
14,184
+1,368
+11% +$26.5K 0.01% 603
2023
Q3 		$233K Buy
12,816
+880
+7% +$16.6K 0.01% 653
2023
Q2 		$224K Buy
+11,936
New +$205K 0.01% 677
2022
Q2 		– Sell
-90,080
Closed -$1.69M – 664
2022
Q1 		$1.69M Buy
90,080
+5,744
+7% +$105K 0.07% 235
2021
Q4 		$1.73M Hold
84,336
– – 0.07% 229
2021
Q3 		$1.56M Buy
+84,336
New +$1.61M 0.07% 232

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Evergreen Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q1 2026, buying an estimated $8.46K and bringing the position to 19,740 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #707.

Evergreen Capital Management first reported a position in SCHG in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Evergreen Capital Management held 19,740 shares of Schwab US Large-Cap Growth ETF worth $575K as of Q1 2026.
  • Evergreen Capital Management bought 272 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $8.46K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #707 holding.
  • Evergreen Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 15 quarters since.
  • Evergreen Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.73M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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