Evanson Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History

Evanson Asset Management, LLC

  • $1.57 Billion
  • Q3 2025

A detailed history of Evanson Asset Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 11,203 shares of SCHR stock, worth $282,651. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,203
Previous 11,095 0.97%
Holding current value
$282,651
Previous $277,000 1.44%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$24.69 - $25.26 $2,666 - $2,728
108 Added 0.97%
11,203 $281,000
Q2 2025

Jul 15, 2025
BUY
$24.54 - $25.07 $2,625 - $2,682
107 Added 0.97%
11,095 $277,000
Q1 2025

Apr 21, 2025
BUY
$24.05 - $24.86 $1,779 - $1,839
74 Added 0.68%
10,988 $273,000
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $133,601 - $279,353
5,523 Added 102.45%
10,914 $265,000
Q3 2024

Oct 07, 2024
BUY
$48.4 - $50.91 $2,420 - $2,545
50 Added 0.94%
5,391 $272,000
Q2 2024

Jul 12, 2024
BUY
$47.85 - $49.0 $2,392 - $2,450
50 Added 0.95%
5,341 $260,000
Q1 2024

Apr 12, 2024
BUY
$48.64 - $49.88 $1,556 - $1,596
32 Added 0.61%
5,291 $259,000
Q4 2023

Jan 18, 2024
BUY
$47.09 - $49.87 $2,495 - $2,643
53 Added 1.02%
5,259 $261,000
Q3 2023

Oct 19, 2023
BUY
$47.78 - $49.59 $2,293 - $2,380
48 Added 0.93%
5,206 $249,000
Q2 2023

Jul 10, 2023
BUY
$49.25 - $50.96 $254,031 - $262,851
5,158 New
5,158 $254,000
Q2 2022

Jul 13, 2022
BUY
$50.08 - $52.78 $1,802 - $1,900
36 Added 0.34%
10,711 $553,000
Q1 2022

Apr 11, 2022
BUY
$52.72 - $55.84 $1,001 - $1,060
19 Added 0.18%
10,675 $568,000
Q4 2021

Jan 19, 2022
SELL
$55.82 - $56.81 $53,029 - $53,969
-950 Reduced 8.19%
10,656 $598,000
Q3 2021

Oct 13, 2021
BUY
$56.59 - $57.62 $1,527 - $1,555
27 Added 0.23%
11,606 $660,000
Q2 2021

Jul 14, 2021
BUY
$56.38 - $57.16 $1,240 - $1,257
22 Added 0.19%
11,579 $658,000
Q1 2021

Apr 23, 2021
BUY
$56.41 - $58.25 $1,128 - $1,165
20 Added 0.17%
11,557 $652,000
Q4 2020

Jan 22, 2021
BUY
$57.98 - $58.64 $668,915 - $676,529
11,537 New
11,537 $672,000

Others Institutions Holding SCHR

# of Institutions
495
Shares Held
373M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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