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

Envestnet Asset Management Inc

$326 Billion
Q2 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 7,336,297 shares of SCHI stock, worth $167 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,336,297

Previous 7,463,475 1.7%

Holding current value

$167 Million

Previous $168 Million 0.39%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$21.85 - $22.76 $2.78 Million - $2.89 Million	-127,178 Reduced 1.7%	7,336,297 $167 Million
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

246

Shares Held

50.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

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.

Account

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