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

Evergreen Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$941K Sell
36,689
-12,683
-26% -$340K 0.02% 508
2025
Q4 		$1.33M Buy
49,372
+6
+0% +$160 0.03% 388
2025
Q3 		$1.3M Buy
49,366
+6
+0% +$152 0.03% 348
2025
Q2 		$1.21M Buy
49,360
+6
+0% +$136 0.04% 331
2025
Q1 		$1.09M Buy
49,354
+8,779
+22% +$204K 0.04% 319
2024
Q4 		$941K Sell
40,575
-47,313
-54% -$1.1M 0.03% 345
2024
Q3 		$1.99M Buy
87,888
+47,331
+117% +$1.03M 0.07% 249
2024
Q2 		$871K Sell
40,557
-195
-0.5% -$4.03K 0.03% 331
2024
Q1 		$843K Buy
40,752
+204
+0.5% +$4.02K 0.03% 320
2023
Q4 		$762K Buy
40,548
+12,051
+42% +$212K 0.03% 325
2023
Q3 		$481K Sell
28,497
-1,026
-3% -$18K 0.02% 408
2023
Q2 		$515K Buy
+29,523
New +$487K 0.02% 384
2022
Q2 		– Sell
-16,353
Closed -$294K – 665
2022
Q1 		$294K Buy
16,353
+57
+0.3% +$1.01K 0.01% 491
2021
Q4 		$309K Buy
16,296
+6
+0% +$111 0.01% 472
2021
Q3 		$282K Buy
16,290
+54
+0.3% +$963 0.01% 451
2021
Q2 		$281K Buy
16,236
+6
+0% +$101 0.01% 437
2021
Q1 		$260K Buy
+16,230
New +$254K 0.01% 425

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Evergreen Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q1 2026, selling an estimated $340K and leaving 36,689 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #508.

Evergreen Capital Management first reported a position in SCHX in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.99M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Evergreen Capital Management held 36,689 shares of Schwab US Large- Cap ETF worth $941K as of Q1 2026.
  • Evergreen Capital Management sold 12,683 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $340K.
  • Schwab US Large- Cap ETF made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #508 holding.
  • Evergreen Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • Evergreen Capital Management's Schwab US Large- Cap ETF position peaked at $1.99M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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