Envestnet Asset Management Inc Schwab Strategic U.S. Mid Cap Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 753,429 shares of SCHM stock, worth $22.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
753,429
Previous 774,023
2.66%
Holding current value
$22.5 Million
Previous $60.2 Million
3.92%
% of portfolio
0.02%
Previous 0.02%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$775 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$294 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.4 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.9 Million0.18% of portfolio