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
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio