Envestnet Asset Management Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 393,922 shares of SCHJ stock, worth $9.69 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

393,922

Previous 400,883 1.74%

Holding current value

$9.69 Million

Previous $9.77 Million 0.69%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$24.29 - $24.65 $169,082 - $171,588	-6,961 Reduced 1.74%	393,922 $9.71 Million
Q4 2024 Feb 12, 2025	BUY	$24.31 - $49.53 $5.15 Million - $10.5 Million	211,664 Added 111.86%	400,883 $9.77 Million
Q3 2024 Nov 06, 2024	BUY	$48.09 - $49.69 $190,099 - $196,424	3,953 Added 2.13%	189,219 $9.39 Million
Q2 2024 Aug 08, 2024	BUY	$47.73 - $48.35 $54,555 - $55,264	1,143 Added 0.62%	185,266 $8.94 Million
Q1 2024 May 13, 2024	BUY	$48.03 - $48.53 $2.32 Million - $2.34 Million	48,234 Added 35.5%	184,123 $8.9 Million
Q4 2023 Feb 13, 2024	BUY	$46.51 - $48.38 $5.72 Million - $5.95 Million	123,068 Added 959.89%	135,889 $6.57 Million
Q3 2023 Nov 13, 2023	BUY	$46.87 - $47.5 $322,231 - $326,562	6,875 Added 115.62%	12,821 $602,000
Q2 2023 Aug 04, 2023	SELL	$47.14 - $47.79 $561,437 - $569,178	-11,910 Reduced 66.7%	5,946 $281,000
Q1 2023 May 11, 2023	SELL	$46.68 - $47.8 $701,320 - $718,147	-15,024 Reduced 45.69%	17,856 $849,000
Q4 2022 Feb 07, 2023	BUY	$45.76 - $47.27 $131,056 - $135,381	2,864 Added 9.54%	32,880 $1.54 Million
Q3 2022 Nov 10, 2022	SELL	$46.13 - $48.23 $83,679 - $87,489	-1,814 Reduced 5.7%	30,016 $1.39 Million
Q2 2022 Aug 03, 2022	BUY	$46.81 - $48.49 $126,714 - $131,262	2,707 Added 9.3%	31,830 $1.51 Million
Q1 2022 May 04, 2022	BUY	$48.35 - $50.5 $642,474 - $671,044	13,288 Added 83.92%	29,123 $1.41 Million
Q4 2021 Feb 04, 2022	SELL	$50.42 - $51.09 $491,393 - $497,923	-9,746 Reduced 38.1%	15,835 $800,000
Q3 2021 Oct 07, 2021	SELL	$51.05 - $51.3 $4.77 Million - $4.79 Million	-93,344 Reduced 78.49%	25,581 $1.31 Million
Q2 2021 Aug 04, 2021	SELL	$50.92 - $51.3 $1.43 Million - $1.44 Million	-28,127 Reduced 19.13%	118,925 $6.09 Million
Q1 2021 May 04, 2021	BUY	$50.81 - $51.4 $7.47 Million - $7.56 Million	147,052 New	147,052 $7.5 Million

Others Institutions Holding SCHJ

# of Institutions

128

Shares Held

7.67M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Schwab Strategic Tr 1 5 Yr C Transaction History