Evanson Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Evanson Asset Management, LLC

  • $1.35 Billion
  • Q3 2024

A detailed history of Evanson Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evanson Asset Management, LLC holds 3,847 shares of SCHV stock, worth $104,753. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,847
Previous 3,729 3.16%
Holding current value
$104,753
Previous $276,000 11.96%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$73.43 - $80.37 $8,664 - $9,483
118 Added 3.16%
3,847 $309,000
Q1 2024

Apr 12, 2024
BUY
$68.82 - $75.98 $206 - $227
3 Added 0.08%
3,729 $283,000
Q4 2023

Jan 18, 2024
SELL
$61.16 - $70.24 $15,718 - $18,051
-257 Reduced 6.45%
3,726 $261,000
Q3 2023

Oct 19, 2023
SELL
$64.45 - $69.39 $161,125 - $173,475
-2,500 Reduced 38.56%
3,983 $256,000
Q2 2023

Jul 10, 2023
BUY
$63.33 - $67.21 $410,568 - $435,722
6,483 New
6,483 $434,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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