Evergreen's Major ETF Moves
Evergreen Advisors Boosts ETF Holdings, SCHF Becomes Second-Largest Portfolio Position
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Evergreen Advisors added 20,654 additional shares to its Schwab International Equity ETF (SCHF) in the first quarter, bringing the total to 2,470,899 shares and an estimated value of about $61.2 million (roughly 14.4% of the portfolio), making SCHF Evergreen's second-largest holding.
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Schwab International Equity ETF's broader fundamental metrics highlight its profile: market cap around $66.50 billion, price-earnings ratio about 16.14, beta of 0.82, and a 52-week price range of $21.57 to $28.41.
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Evergreen also initiated a new stake in Schwab U.S. Large-Cap Value ETF (SCHV), purchasing 22,894 shares worth approximately $698,000, representing about 0.2% of its portfolio and ranking as its 16th largest holding. SCHV opened trading around $33.93 with a 12-month low/high of $27.39/$35.05 and a market cap of about $15.6 billion.
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In VTEB, Evergreen purchased 20,050 shares for roughly $1.0 million, about 0.2% of its holdings and 11th largest position; the ETF opened at about $50.21, with a 12-month range of $48.46–$51.18 and 50-/200-day moving averages near $50.27 and $50.37 respectively.
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Other institutional activity on VTEB includes Global Trust Asset Management LLC increasing its position by about 117.6% in Q1 to 925 shares worth around $46,000, and Rothschild Investment LLC boosting its VTEB stake by about 653.8% in Q4 to 490 shares worth roughly $25,000.
Evergreen Advisors LLC quietly grew its international equity bet in the first quarter, adding 20,654 shares to its Schwab International Equity ETF (SCHF) position. The firm now holds 2,470,899 shares worth about $61.2 million, making SCHF its second-largest holding at roughly 14.4% of its total portfolio, according to Watchlist News.
The moves did not stop there. Evergreen also opened brand-new stakes in two other ETFs — one tracking U.S. value stocks, another focused on tax-exempt bonds. Together, the trades paint a picture of a firm spreading its bets across global equities, domestic value plays, and bond income.
SCHF Becomes Evergreen's Second-Biggest Bet
SCHF tracks international developed-market stocks. Evergreen's latest 0.8% increase pushed its stake to nearly 2.5 million shares. At $61.2 million, the position is too big to ignore. The ETF carries a price-earnings ratio of about 16.14 and a beta of 0.82 — meaning it moves a bit less than the broader market. Its 52-week price range runs from $21.57 to $28.41, according to Watchlist News.
Evergreen is not alone in buying SCHF. Other firms also added shares during the same period. Comprehensive Financial Planning PA and Costello Asset Management both increased their positions. The ETF has a market cap of around $66.50 billion, making it one of the larger international equity funds available to institutional buyers.
Evergreen Opens Fresh Stake in U.S. Value ETF
Evergreen bought 22,894 shares of Schwab U.S. Large-Cap Value ETF (SCHV) for roughly $698,000. That makes SCHV a new position — Evergreen had no shares before this quarter. The stake ranks as the firm's 16th-largest holding and equals about 0.2% of its portfolio, per Watchlist News.
SCHV focuses on large U.S. companies trading at lower valuations. The ETF opened around $33.93 and has a 12-month price range of $27.39 to $35.05. Its market cap sits near $15.6 billion. For Evergreen, the buy signals a move toward domestic value stocks alongside its large international position.
Tax-Exempt Bond ETF Rounds Out the Strategy
Evergreen also picked up 20,050 shares of Vanguard Tax-Exempt Bond ETF (VTEB) for about $1.0 million. VTEB now ranks as Evergreen's 11th-largest holding and makes up roughly 0.2% of the portfolio. The ETF opened near $50.21, with a 12-month range of $48.46 to $51.18, according to Watchlist News.
Other institutions are also warming up to VTEB. Global Trust Asset Management LLC grew its position by 117.6% in Q1, reaching 925 shares worth about $46,000. Rothschild Investment LLC went even further — boosting its stake by 653.8% in Q4 to 490 shares worth around $25,000. VTEB's 50-day and 200-day moving averages sit close together near $50.27 and $50.37, suggesting the price has been very stable.
A Broader Pattern of Steady ETF Accumulation
Evergreen's three moves follow a clear logic. SCHF gives international exposure. SCHV adds domestic value. VTEB brings in tax-free bond income. Each fills a different role. None is a huge swing — the two new positions each total just 0.2% of the portfolio. But together they show a firm building a diversified, low-cost ETF base one layer at a time.
This pattern is not unique to Evergreen. Many institutional investors are using ETFs to get broad market exposure without picking individual stocks. The activity reported in mid-2026 filings shows steady accumulation across multiple fund families, from Schwab to Vanguard. For now, SCHF remains Evergreen's biggest international bet — and its second-largest holding overall.
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