Skip to content
Disclosery

Evanson Asset Management, LLC: SCHV position timeline

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

Evanson Asset Management, LLC held 9,770 SCHV 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 9,770 shares
    Change vs previous 13F -1,260 shares

    0.02% of the 13F portfolio, value $297,973.

    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 11,030 shares
    Change vs previous 13F -286 shares

    0.02% of the 13F portfolio, value $326,610.

    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 11,316 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $329,406.

    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 11,307 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $312,865.

    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 11,298 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $300,297.

    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 11,553 shares
    Change vs previous 13F +7,706 shares

    0.02% of the 13F portfolio, value $301,176.

    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 3,847 shares
    Change vs previous 13F +118 shares

    0.02% of the 13F portfolio, value $309,216.

    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 3,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $276,218.

    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).