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Evergreen Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Evergreen Capital Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$709K Hold
29,959
– – 0.01% 703
2026
Q1 		$644K Hold
29,959
– – 0.01% 650
2025
Q4 		$626K Hold
29,959
– – 0.01% 617
2025
Q3 		$646K Buy
29,959
+10
+0% +$213 0.02% 545
2025
Q2 		$634K Buy
29,949
+15
+0.1% +$314 0.02% 475
2025
Q1 		$644K Hold
29,934
– – 0.02% 423
2024
Q4 		$630K Hold
29,934
– – 0.02% 437
2024
Q3 		$694K Hold
29,934
– – 0.02% 407
2024
Q2 		$603K Buy
29,934
+467
+2% +$9.11K 0.02% 424
2024
Q1 		$598K Hold
29,467
– – 0.02% 403
2023
Q4 		$610K Sell
29,467
-64,892
-69% -$1.21M 0.02% 375
2023
Q3 		$1.67M Buy
94,359
+1,932
+2% +$37.2K 0.07% 235
2023
Q2 		$1.81M Buy
92,427
+6,578
+8% +$126K 0.08% 225
2023
Q1 		$1.67M Buy
85,849
+13,135
+18% +$263K 0.08% 229
2022
Q4 		$1.4M Buy
72,714
+50,239
+224% +$967K 0.07% 247
2022
Q3 		$420K Hold
22,475
– – 0.02% 371
2022
Q2 		$474K Buy
22,475
+1
+0% +$23 0.02% 343
2022
Q1 		$559K Hold
22,474
– – 0.02% 353
2021
Q4 		$592K Buy
+22,474
New +$554K 0.02% 351

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Evergreen Capital Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 29,959 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #703.

Evergreen Capital Management first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q2 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Evergreen Capital Management held 29,959 shares of Schwab US REIT ETF worth $709K as of Q2 2026.
  • Evergreen Capital Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #703 holding.
  • Evergreen Capital Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Capital Management's Schwab US REIT ETF position peaked at $1.81M in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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