Envestnet Asset Management Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

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 3,733,596 shares of SCHI stock, worth $82.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,733,596
Previous 3,685,393 1.31%
Holding current value
$82.4 Million
Previous $163 Million 6.04%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email