Envestnet Asset Management Inc Schwab Strategic Tr Us Dividen Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Envestnet Asset Management Inc holds 18,132,678 shares of SCHD stock, worth $491 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,132,678
Previous 19,626,674
7.61%
Holding current value
$491 Million
Previous $536 Million
5.45%
% of portfolio
0.17%
Previous 0.18%
Shares
32 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
878MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$795 Million0.06% of portfolio