Evanson Asset Management »

Schwab Strategic Tr us lrg cap etf shares owned by Evanson Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Evanson Asset Management from 13F filings

Historical chart of Evanson Asset Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Evanson Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 24k 62.06
2023-12-31 $1.3M 23k 56.40
2023-09-30 $1.2M 23k 50.60
2023-06-30 $1.2M 24k 52.37
2023-03-31 $1.2M 25k 48.37
2022-12-31 $1.1M 25k 42.35
2022-09-30 $1.1M 25k 42.35
2022-06-30 $1.1M 25k 44.66
2022-03-31 $1.7M 31k 53.86
2021-12-31 $1.7M 15k 113.84
2021-09-30 $1.5M 15k 104.04
2021-06-30 $1.6M 15k 103.94
2021-03-31 $1.8M 18k 96.02
2020-12-31 $695k 7.6k 90.97
2020-09-30 $616k 7.6k 80.64
2020-06-30 $566k 7.6k 74.11
2020-03-31 $468k 7.6k 61.29
2019-12-31 $527k 6.9k 76.78
2019-09-30 $506k 7.1k 70.92
2019-06-30 $501k 7.1k 70.25
2019-03-31 $482k 7.1k 67.58
2018-12-31 $426k 7.1k 59.76
2018-09-30 $496k 7.1k 69.63
2018-06-30 $463k 7.1k 65.02
2018-03-31 $449k 7.1k 63.05
2017-12-31 $538k 8.4k 63.77
2017-09-30 $506k 8.4k 60.00
2017-06-30 $487k 8.4k 57.76
2017-03-31 $474k 8.4k 56.24
2016-12-31 $517k 9.7k 53.23
2016-09-30 $501k 9.7k 51.60
2016-06-30 $483k 9.7k 49.76
2016-03-31 $474k 9.7k 48.85
2015-12-31 $471k 9.7k 48.55
2015-09-30 $444k 9.7k 45.78
2015-06-30 $478k 9.7k 49.30
2015-03-31 $485k 9.8k 49.56

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson Asset Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
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HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf