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Evergreen Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Evergreen Wealth Solutions’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
36,390
-39,930
-52% -$1.32M 0.07% 175
2026
Q1 		$2.22M Buy
76,320
+5,532
+8% +$172K 0.16% 108
2025
Q4 		$2.31M Buy
+70,788
New +$2.3M 0.32% 44

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's SCHG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 52% in Q2 2026, selling an estimated $1.32M and leaving 36,390 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #175.

Evergreen Wealth Solutions first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.31M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Evergreen Wealth Solutions held 36,390 shares of Schwab US Large-Cap Growth ETF worth $1.31M as of Q2 2026.
  • Evergreen Wealth Solutions sold 39,930 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.32M.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #175 holding.
  • Evergreen Wealth Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Schwab US Large-Cap Growth ETF position peaked at $2.31M in Q4 2025.
  • 1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.