Envestnet Asset Management Inc Schwab Strategic Tr 5 10 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 5 10 Yr C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 7,463,475 shares of SCHI stock, worth $167 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,463,475
Previous 7,506,378 0.57%
Holding current value
$167 Million
Previous $166 Million 1.19%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 29, 2025
SELL
$21.77 - $22.56 $933,998 - $967,891
-42,903 Reduced 0.57%
7,463,475 $168 Million
Q4 2024

Feb 12, 2025
BUY
$22.02 - $46.16 $83.1 Million - $174 Million
3,772,782 Added 101.05%
7,506,378 $166 Million
Q3 2024

Nov 06, 2024
BUY
$43.73 - $46.29 $2.11 Million - $2.23 Million
48,203 Added 1.31%
3,733,596 $172 Million
Q2 2024

Aug 08, 2024
BUY
$43.11 - $44.42 $16.7 Million - $17.2 Million
387,815 Added 11.76%
3,685,393 $163 Million
Q1 2024

May 13, 2024
BUY
$43.87 - $44.99 $144 Million - $148 Million
3,278,795 Added 17456.18%
3,297,578 $147 Million
Q4 2023

Feb 13, 2024
SELL
$40.96 - $45.17 $7.42 Million - $8.18 Million
-181,041 Reduced 90.6%
18,783 $844,000
Q3 2023

Nov 13, 2023
BUY
$42.12 - $44.19 $2.62 Million - $2.75 Million
62,295 Added 45.3%
199,824 $8.43 Million
Q2 2023

Aug 04, 2023
BUY
$43.63 - $45.06 $6 Million - $6.2 Million
137,529 New
137,529 $6.06 Million
Q3 2022

Nov 10, 2022
BUY
$41.61 - $46.11 $277,080 - $307,046
6,659 New
6,659 $280,000
Q1 2022

May 04, 2022
SELL
$47.33 - $51.36 $228,035 - $247,452
-4,818 Closed
0 $0
Q4 2021

Feb 04, 2022
SELL
$51.18 - $52.35 $73,801 - $75,488
-1,442 Reduced 23.04%
4,818 $249,000
Q3 2021

Oct 07, 2021
SELL
$52.2 - $53.14 $35,391 - $36,028
-678 Reduced 9.77%
6,260 $327,000
Q2 2021

Aug 04, 2021
SELL
$51.28 - $52.56 $2.66 Million - $2.72 Million
-51,785 Reduced 88.19%
6,938 $365,000
Q1 2021

May 04, 2021
BUY
$51.17 - $53.57 $3 Million - $3.15 Million
58,723 New
58,723 $3.02 Million

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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