EWS
SCHQ

Evergreen Wealth Solutions’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Evergreen Wealth Solutions’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,885
Closed -$377K – 415
2025
Q4 		$377K Buy
+11,885
New +$384K 0.05% 145

Other funds holding SCHQ

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evergreen Wealth Solutions's SCHQ Position: Q1 2026 in Review

Evergreen Wealth Solutions sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2026, closing a stake of 11,885 shares — an estimated $377K sold.

Evergreen Wealth Solutions first reported a position in SCHQ in Q4 2025 and held it in 1 quarter. The position peaked at $377K in Q4 2025. 120 funds tracked by Wall St. Rank hold SCHQ as of Q1 2026.

  • Evergreen Wealth Solutions reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 11,885 Schwab Long-Term US Treasury ETF shares in Q1 2026, an estimated $377K.
  • Evergreen Wealth Solutions first reported a position in Schwab Long-Term US Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Evergreen Wealth Solutions's Schwab Long-Term US Treasury ETF position peaked at $377K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.