Evanson Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Evanson Asset Management, LLC
- $1.25 Billion
- Q1 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 15,037 shares of SCHK stock, worth $802,374. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,037
Previous 15,034
0.02%
Holding current value
$802,374
Previous $692,000
9.97%
% of portfolio
0.06%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$197 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.5 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.7 Million6.56% of portfolio