Evanson Asset Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025

A detailed history of Evanson Asset Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Evanson Asset Management, LLC holds 14,066 shares of SCHE stock, worth $472,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,066
Previous 14,066 -0.0%
Holding current value
$472,617
Previous $423,000 10.87%
% of portfolio
0.03%
Previous 0.03%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$24.38 - $30.18 $268 - $331
11 Added 0.08%
14,066 $423,000
Q4 2024

Jan 16, 2025
BUY
$26.63 - $30.23 $6,950 - $7,890
261 Added 1.89%
14,055 $374,000
Q3 2024

Oct 07, 2024
BUY
$25.45 - $29.53 $50,645 - $58,764
1,990 Added 16.86%
13,794 $402,000
Q1 2024

Apr 12, 2024
SELL
$23.47 - $25.45 $284,174 - $308,148
-12,108 Reduced 50.64%
11,804 $298,000
Q4 2023

Jan 18, 2024
BUY
$23.04 - $24.89 $6,543 - $7,068
284 Added 1.2%
23,912 $592,000
Q3 2023

Oct 19, 2023
SELL
$23.83 - $26.11 $132,876 - $145,589
-5,576 Reduced 19.09%
23,628 $565,000
Q2 2023

Jul 10, 2023
BUY
$23.66 - $25.54 $134,010 - $144,658
5,664 Added 24.06%
29,204 $719,000
Q4 2022

Jan 25, 2023
BUY
$21.59 - $24.95 $4,857 - $5,613
225 Added 0.97%
23,540 $0
Q4 2022

Jan 12, 2023
SELL
$21.59 - $24.95 $3,173 - $3,667
-147 Reduced 0.63%
23,315 $0
Q3 2022

Oct 12, 2022
BUY
$22.4 - $25.83 $3,292 - $3,797
147 Added 0.63%
23,462 $526,000
Q2 2022

Jul 13, 2022
BUY
$24.51 - $28.87 $637 - $750
26 Added 0.11%
23,315 $592,000
Q1 2022

Apr 11, 2022
SELL
$25.61 - $30.82 $1,510 - $1,818
-59 Reduced 0.25%
23,289 $647,000
Q4 2021

Jan 19, 2022
SELL
$28.68 - $31.96 $1,147 - $1,278
-40 Reduced 0.17%
23,348 $692,000
Q2 2021

Jul 14, 2021
BUY
$31.06 - $33.61 $1,739 - $1,882
56 Added 0.24%
23,388 $769,000
Q4 2020

Jan 22, 2021
BUY
$26.72 - $30.68 $127,267 - $146,128
4,763 Added 25.65%
23,332 $715,000
Q3 2020

Oct 13, 2020
SELL
$24.69 - $27.71 $2,296 - $2,577
-93 Reduced 0.5%
18,569 $497,000
Q2 2020

Jul 13, 2020
BUY
$19.87 - $25.05 $397 - $501
20 Added 0.11%
18,662 $454,000
Q1 2020

Apr 24, 2020
SELL
$18.68 - $28.22 $206,395 - $311,802
-11,049 Reduced 37.21%
18,642 $386,000
Q4 2019

Jan 13, 2020
BUY
$24.83 - $27.51 $2,954 - $3,273
119 Added 0.4%
29,691 $813,000
Q3 2019

Oct 11, 2019
BUY
$25.08 - $25.94 $652 - $674
26 Added 0.09%
29,572 $743,000
Q1 2019

Apr 09, 2019
SELL
N/A
-4,766 Reduced 13.89%
29,546 $768,000
Q4 2018

Jan 17, 2019
BUY
N/A
112 Added 0.33%
34,312 $807,000
Q2 2018

Jul 11, 2018
BUY
N/A
4,908 Added 16.76%
34,200 $885,000
Q1 2018

Apr 05, 2018
SELL
N/A
-526 Reduced 1.76%
29,292 $841,000
Q4 2017

Feb 05, 2018
SELL
N/A
-10,288 Reduced 25.65%
29,818 $833,000
Q3 2017

Nov 14, 2017
BUY
N/A
40,106
40,106 $1.08 Million

Others Institutions Holding SCHE

# of Institutions
872
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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