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
Others Institutions Holding SCHR
# of Institutions
495Shares Held
373MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$564 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$309 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio