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Charles Schwab Corporation shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 2.7k 99.91

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation