Evanson Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Evanson Asset Management, LLC holds 31,564 shares of SCHK stock, worth $875,269. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,564
Previous 15,699
101.06%
Holding current value
$875,269
Previous $867,000
3.0%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53.8 Million5.64% of portfolio