EWS
SCHV

Evergreen Wealth Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Evergreen Wealth Solutions’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Sell
12,147
-15,142
-55% -$499K 0.02% 361
2026
Q1 		$832K Buy
27,289
+6,105
+29% +$190K 0.06% 184
2025
Q4 		$627K Buy
+21,184
New +$619K 0.09% 107

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 55% in Q2 2026, selling an estimated $499K and leaving 12,147 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #361.

Evergreen Wealth Solutions first reported a position in SCHV in Q4 2025 and has held it in 3 quarters since. The position peaked at $832K in Q1 2026. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Evergreen Wealth Solutions held 12,147 shares of Schwab US Large-Cap Value ETF worth $429K as of Q2 2026.
  • Evergreen Wealth Solutions sold 15,142 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $499K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #361 holding.
  • Evergreen Wealth Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Schwab US Large-Cap Value ETF position peaked at $832K in Q1 2026.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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