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Evergreen Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evergreen Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-67,383
Closed -$1.86M – 1363
2025
Q2 		$1.86M Buy
+67,383
New +$1.77M 0.06% 274

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Evergreen Capital Management's SCHV Position: Q3 2025 in Review

Evergreen Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 67,383 shares — an estimated $1.86M sold.

Evergreen Capital Management first reported a position in SCHV in Q2 2025 and held it in 1 quarter. The position peaked at $1.86M in Q2 2025. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Evergreen Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 67,383 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $1.86M.
  • Evergreen Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Schwab US Large-Cap Value ETF position peaked at $1.86M in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.