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Disclosery

Evanson Asset Management, LLC: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on SCHR, newest first. How the timeline and the estimate are built.

Evanson Asset Management, LLC held 11,418 SCHR shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,418 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $284,429.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 11,345 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $284,525.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 11,203 shares
    Change vs previous 13F +108 shares

    0.02% of the 13F portfolio, value $281,532.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 11,095 shares
    Change vs previous 13F +107 shares

    0.02% of the 13F portfolio, value $277,706.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 10,988 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $273,153.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 10,914 shares
    Change vs previous 13F +5,523 shares

    0.02% of the 13F portfolio, value $265,109.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 5,391 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $272,760.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 5,341 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $260,488.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).