Evanson Asset Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Evanson Asset Management, LLC
- $1.57 Billion
- Q3 2025
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 31,442 shares of SCHK stock, worth $1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,442
Previous 31,431
0.03%
Holding current value
$1 Million
Previous $937,000
7.68%
% of portfolio
0.06%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$130 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio