Envestnet Asset Management Inc Schwab Strategic Tr 1 5 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 1 5 Yr C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 374,983 shares of SCHJ stock, worth $9.3 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
374,983
Previous 393,922
4.81%
Holding current value
$9.3 Million
Previous $9.71 Million
4.15%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SCHJ
# of Institutions
130Shares Held
7.86MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Meridian Wealth Management, LLC363KShares$9.01 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.29 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.21 Million0.02% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.04 Million5.51% of portfolio