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

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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
2024-09-30 $1.5M 22k 67.85
2024-06-30 $1.5M 24k 64.25
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 Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (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 E (DFIS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Asset Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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Northwestern Mutual Wealth Management Company
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Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf