Evanson Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evanson Asset Management, LLC holds 56,715 shares of SCHD stock, worth $1.58 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
56,715
Previous 14,666
286.71%
Holding current value
$1.58 Million
Previous $1.24 Million
25.02%
% of portfolio
0.11%
Previous 0.09%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio