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Evergreen Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Evergreen Advisors, LLC held 1,568,137 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,568,137 shares
    Change vs previous 13F +17,057 shares

    10.61% of the 13F portfolio, value $49,725,640.

    13F-HR 0001762294-26-000004 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,551,080 shares
    Change vs previous 13F +33,402 shares

    11.18% of the 13F portfolio, value $47,587,136.

    13F-HR 0001762294-26-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,517,678 shares
    Change vs previous 13F +73,289 shares

    10.15% of the 13F portfolio, value $41,629,902.

    13F-HR 0001762294-26-000001 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,444,389 shares
    Change vs previous 13F +4,122 shares

    10.14% of the 13F portfolio, value $38,276,316.

    13F-HR 0001762294-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,440,267 shares
    Change vs previous 13F -4,889 shares

    11.18% of the 13F portfolio, value $40,269,878.

    13F-HR 0001483467-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,445,156 shares
    Change vs previous 13F +982,057 shares

    10.79% of the 13F portfolio, value $39,481,649.

    13F-HR 0001762294-25-000002 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 463,099 shares
    Change vs previous 13F not available

    10.81% of the 13F portfolio, value $39,145,757.

    13F-HR 0001762294-24-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).