Evergreen Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	42,068	–	–	0.03%	417
2025 Q4	$1.26M	Hold	42,068	–	–	0.03%	400
2025 Q3	$1.25M	Hold	42,068	–	–	0.03%	355
2025 Q2	$1.18M	Buy	+42,068	New	+$1.11M	0.04%	333
2024 Q4	–	Sell	-7,509	Closed	-$208K	–	1113
2024 Q3	$208K	Buy	+7,509	New	+$200K	0.01%	922
2024 Q2	–	Sell	-8,016	Closed	-$218K	–	992
2024 Q1	$218K	Buy	+8,016	New	+$204K	0.01%	765
2023 Q4	–	Sell	-12,414	Closed	-$280K	–	893
2023 Q3	$280K	Buy	+12,414	New	+$294K	0.01%	583

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Evergreen Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 42,068 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #417.

Evergreen Capital Management first reported a position in SCHM in Q3 2023 and has held it in 7 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Evergreen Capital Management held 42,068 shares of Schwab US Mid-Cap ETF worth $1.3M as of Q1 2026.
Evergreen Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #417 holding.
Evergreen Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 7 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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