Evanson Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025

A detailed history of Evanson Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evanson Asset Management, LLC holds 19,148 shares of SCHG stock, worth $578,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,148
Previous 20,260 5.49%
Holding current value
$578,461
Previous $507,000 10.26%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 15, 2025
SELL
$22.27 - $29.21 $24,764 - $32,481
-1,112 Reduced 5.49%
19,148 $559,000
Q1 2025

Apr 21, 2025
BUY
$24.91 - $29.02 $5,679 - $6,616
228 Added 1.14%
20,260 $507,000
Q4 2024

Jan 16, 2025
BUY
$25.93 - $105.3 $441,043 - $1.79 Million
17,009 Added 562.65%
20,032 $558,000
Q3 2024

Oct 07, 2024
BUY
$92.63 - $105.69 $25,936 - $29,593
280 Added 10.21%
3,023 $314,000
Q2 2024

Jul 12, 2024
BUY
$87.04 - $101.61 $238,750 - $278,716
2,743 New
2,743 $276,000
Q2 2023

Jul 10, 2023
BUY
$63.6 - $74.95 $234,302 - $276,115
3,684 New
3,684 $276,000

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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