EPW
SCHW

Evergreen Private Wealth’s Charles Schwab SCHW Stock Holding History

Evergreen Private Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29
Closed -$2.77K – 203
2025
Q3 		$2.77K Hold
29
– – ﹤0.01% 206
2025
Q2 		$2.65K Buy
+29
New +$2.43K ﹤0.01% 227
2024
Q4 		– Sell
-2
Closed -$130 – 212
2024
Q3 		$130 Hold
2
– – ﹤0.01% 203
2024
Q2 		$147 Sell
2
-215
-99% -$15.9K ﹤0.01% 205
2024
Q1 		$15.7K Hold
217
– – 0.01% 157
2023
Q4 		$14.9K Buy
+217
New +$12.5K 0.01% 161

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Evergreen Private Wealth's SCHW Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 29 shares — an estimated $2.77K sold.

Evergreen Private Wealth first reported a position in SCHW in Q4 2023 and held it in 6 quarters. The position peaked at $15.7K in Q1 2024. 2,331 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 29 Charles Schwab shares in Q4 2025, an estimated $2.77K.
  • Evergreen Private Wealth first reported a position in Charles Schwab in Q4 2023 and held it in 6 quarters.
  • Evergreen Private Wealth's Charles Schwab position peaked at $15.7K in Q1 2024.
  • 2,331 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.