Evergreen Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Evergreen Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	44,858 +100	+0.2%	+$3.17K	0.67%	43
2026 Q1	$1.37M	Sell	44,758 -1,463	-3%	-$44.4K	0.71%	40
2025 Q4	$1.27M	Buy	46,221 +1,210	+3%	+$32.9K	0.64%	40
2025 Q3	$1.23M	Sell	45,011 -2,100	-4%	-$57.3K	0.64%	39
2025 Q2	$1.25M	Sell	47,111 -112	-0.2%	-$2.92K	0.7%	41
2025 Q1	$1.32M	Sell	47,223 -643	-1%	-$17.9K	0.79%	38
2024 Q4	$1.31M	Sell	47,866 -3,302	-6%	-$93.9K	0.77%	41
2024 Q3	$1.44M	Sell	51,168 -2,727	-5%	-$74.3K	0.87%	38
2024 Q2	$1.4M	Hold	53,895	–	–	0.93%	39
2024 Q1	$1.45M	Hold	53,895	–	–	0.98%	38
2023 Q4	$1.37M	Sell	53,895 -1,035	-2%	-$24.7K	1.01%	37
2023 Q3	$1.3M	Sell	54,930 -184,191	-77%	-$4.52M	1.02%	36
2023 Q2	$5.79M	Buy	239,121 +24,867	+12%	+$594K	4.53%	4
2023 Q1	$5.22M	Sell	214,254 -5,691	-3%	-$142K	4.64%	4
2022 Q4	$5.46M	Buy	+219,945	New	+$5.43M	5.02%	4

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Evergreen Wealth Management's SCHD Position: Q2 2026 in Review

Evergreen Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.22% in Q2 2026, buying an estimated $3.17K and bringing the position to 44,858 shares worth $1.42M. The position accounts for 0.67% of the portfolio, ranked #43.

Evergreen Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.79M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Evergreen Wealth Management held 44,858 shares of Schwab US Dividend Equity ETF worth $1.42M as of Q2 2026.
Evergreen Wealth Management bought 100 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.17K.
Schwab US Dividend Equity ETF made up 0.67% of Evergreen Wealth Management's portfolio in Q2 2026, its #43 holding.
Evergreen Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Evergreen Wealth Management's Schwab US Dividend Equity ETF position peaked at $5.79M in Q2 2023.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.