Envestnet Asset Management Inc Schwab Strategic Tr 1000 Index Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,421 shares of SCHK stock, worth $225,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,421
Previous 9,610 12.37%
Holding current value
$225,009
Previous $272,000 16.91%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$26.53 - $29.63 $31,544 - $35,230
-1,189 Reduced 12.37%
8,421 $226,000
Q4 2024

Feb 12, 2025
BUY
$27.45 - $55.56 $263,794 - $533,931
9,610 New
9,610 $272,000
Q2 2022

Aug 03, 2022
SELL
$35.4 - $44.52 $373,753 - $470,042
-10,558 Reduced 55.05%
8,621 $314,000
Q1 2022

May 04, 2022
BUY
$40.46 - $46.8 $367,012 - $424,522
9,071 Added 89.74%
19,179 $844,000
Q4 2021

Feb 04, 2022
SELL
$42.49 - $46.85 $42,150 - $46,475
-992 Reduced 8.94%
10,108 $471,000
Q3 2021

Oct 07, 2021
BUY
$42.11 - $45.01 $1,558 - $1,665
37 Added 0.33%
11,100 $473,000
Q2 2021

Aug 04, 2021
SELL
$39.89 - $42.66 $34,305 - $36,687
-860 Reduced 7.21%
11,063 $472,000
Q1 2021

May 04, 2021
SELL
$36.87 - $39.72 $9,696 - $10,446
-263 Reduced 2.16%
11,923 $470,000
Q4 2020

Feb 02, 2021
BUY
$32.23 - $37.39 $392,754 - $455,634
12,186 New
12,186 $456,000
Q2 2020

Jul 08, 2020
SELL
$23.93 - $31.78 $359,883 - $477,939
-15,039 Closed
0 $0
Q1 2020

Apr 23, 2020
BUY
$21.7 - $33.28 $326,346 - $500,497
15,039 New
15,039 $377,000
Q4 2019

Feb 11, 2020
SELL
$28.33 - $31.69 $63.2 Million - $70.7 Million
-2,230,375 Closed
0 $0
Q3 2019

Oct 17, 2019
BUY
$29.04 - $29.62 $64.8 Million - $66.1 Million
2,230,375 New
2,230,375 $65 Million

Others Institutions Holding SCHK

# of Institutions
205
Shares Held
70.1M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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