Envestnet Asset Management Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

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 400,883 shares of SCHJ stock, worth $9.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400,883

Previous 189,219 111.86%

Holding current value

$9.81 Million

Previous $9.39 Million 4.11%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$24.31 - $49.53 $5.15 Million - $10.5 Million	211,664 Added 111.86%	400,883 $9.77 Million
Q3 2024 Nov 06, 2024	BUY	$48.09 - $49.69 $190,099 - $196,424	3,953 Added 2.13%	189,219 $9.39 Million
Q2 2024 Aug 08, 2024	BUY	$47.73 - $48.35 $54,555 - $55,264	1,143 Added 0.62%	185,266 $8.94 Million
Q1 2024 May 13, 2024	BUY	$48.03 - $48.53 $2.32 Million - $2.34 Million	48,234 Added 35.5%	184,123 $8.9 Million
Q4 2023 Feb 13, 2024	BUY	$46.51 - $48.38 $5.72 Million - $5.95 Million	123,068 Added 959.89%	135,889 $6.57 Million
Q3 2023 Nov 13, 2023	BUY	$46.87 - $47.5 $322,231 - $326,562	6,875 Added 115.62%	12,821 $602,000
Q2 2023 Aug 04, 2023	SELL	$47.14 - $47.79 $561,437 - $569,178	-11,910 Reduced 66.7%	5,946 $281,000
Q1 2023 May 11, 2023	SELL	$46.68 - $47.8 $701,320 - $718,147	-15,024 Reduced 45.69%	17,856 $849,000
Q4 2022 Feb 07, 2023	BUY	$45.76 - $47.27 $131,056 - $135,381	2,864 Added 9.54%	32,880 $1.54 Million
Q3 2022 Nov 10, 2022	SELL	$46.13 - $48.23 $83,679 - $87,489	-1,814 Reduced 5.7%	30,016 $1.39 Million
Q2 2022 Aug 03, 2022	BUY	$46.81 - $48.49 $126,714 - $131,262	2,707 Added 9.3%	31,830 $1.51 Million
Q1 2022 May 04, 2022	BUY	$48.35 - $50.5 $642,474 - $671,044	13,288 Added 83.92%	29,123 $1.41 Million
Q4 2021 Feb 04, 2022	SELL	$50.42 - $51.09 $491,393 - $497,923	-9,746 Reduced 38.1%	15,835 $800,000
Q3 2021 Oct 07, 2021	SELL	$51.05 - $51.3 $4.77 Million - $4.79 Million	-93,344 Reduced 78.49%	25,581 $1.31 Million
Q2 2021 Aug 04, 2021	SELL	$50.92 - $51.3 $1.43 Million - $1.44 Million	-28,127 Reduced 19.13%	118,925 $6.09 Million
Q1 2021 May 04, 2021	BUY	$50.81 - $51.4 $7.47 Million - $7.56 Million	147,052 New	147,052 $7.5 Million

Others Institutions Holding SCHJ

# of Institutions

115

Shares Held

6.89M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Envestnet Asset Management Inc Schwab Strategic Tr 1 5 Yr C Transaction History