Evanson Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Evanson Asset Management, LLC

$1.35 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$74.64 - $79.12 $364,093 - $385,947	-4,878 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$67.07 - $76.85 $327,167 - $374,874	4,878 New	4,878 $363,000

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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