Envestnet Asset Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envestnet Asset Management Inc holds 774,023 shares of SCHM stock, worth $21.4 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
774,023
Previous 782,553
1.09%
Holding current value
$21.4 Million
Previous $63.7 Million
5.46%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio