Envestnet Asset Management Inc Schwab Strategic Tr Long Term Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Envestnet Asset Management Inc holds 3,802,259 shares of SCHQ stock, worth $122 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,802,259
Previous 831,212 357.44%
Holding current value
$122 Million
Previous $26.1 Million 376.81%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Apr 29, 2025
BUY
$30.72 - $33.22 $91.3 Million - $98.7 Million
2,971,047 Added 357.44%
3,802,259 $125 Million
Q4 2024

Feb 12, 2025
SELL
$31.33 - $35.13 $31.5 Million - $35.3 Million
-1,005,119 Reduced 54.74%
831,212 $26.1 Million
Q3 2024

Nov 06, 2024
BUY
$32.17 - $35.98 $18.2 Million - $20.3 Million
565,415 Added 44.49%
1,836,331 $64.3 Million
Q2 2024

Aug 08, 2024
SELL
$31.45 - $33.71 $12.2 Million - $13 Million
-386,347 Reduced 23.31%
1,270,916 $41.7 Million
Q1 2024

May 13, 2024
BUY
$32.9 - $35.0 $1.14 Million - $1.21 Million
34,533 Added 2.13%
1,657,263 $55.9 Million
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $30 Million - $35.9 Million
1,009,393 Added 164.57%
1,622,730 $56.9 Million
Q3 2023

Nov 13, 2023
BUY
$31.58 - $36.29 $6.35 Million - $7.3 Million
201,178 Added 48.81%
613,337 $19.4 Million
Q2 2023

Aug 04, 2023
BUY
$35.48 - $38.22 $14.6 Million - $15.8 Million
412,159 New
412,159 $15 Million
Q2 2021

Aug 04, 2021
SELL
$47.35 - $50.59 $412,134 - $440,335
-8,704 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$46.75 - $54.72 $406,912 - $476,282
8,704 New
8,704 $412,000

Others Institutions Holding SCHQ

# of Institutions
108
Shares Held
14.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
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