EWS
SCHW

Evergreen Wealth Solutions’s Charles Schwab SCHW Stock Holding History

Evergreen Wealth Solutions’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
2026
Q1 		$306K Buy
3,253
+545
+20% +$53.5K 0.02% 327
2025
Q4 		$271K Buy
+2,708
New +$257K 0.04% 179

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Evergreen Wealth Solutions increased its Charles Schwab (SCHW) stake by 20% in Q1 2026, buying an estimated $53.5K and bringing the position to 3,253 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #327.

Evergreen Wealth Solutions first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Evergreen Wealth Solutions held 3,253 shares of Charles Schwab worth $306K as of Q1 2026.
  • Evergreen Wealth Solutions bought 545 Charles Schwab shares in Q1 2026, an estimated $53.5K.
  • Charles Schwab made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #327 holding.
  • Evergreen Wealth Solutions first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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