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
Q2 		$565K Buy
5,134
+1,881
+58% +$172K 0.03% 298
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Evergreen Wealth Solutions increased its Charles Schwab (SCHW) stake by 58% in Q2 2026, buying an estimated $172K and bringing the position to 5,134 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #298.

Evergreen Wealth Solutions first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Evergreen Wealth Solutions held 5,134 shares of Charles Schwab worth $565K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,881 Charles Schwab shares in Q2 2026, an estimated $172K.
  • Charles Schwab made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #298 holding.
  • Evergreen Wealth Solutions first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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