Envestnet Asset Management Inc Schwab Strategic Tr Us Large C Transaction History

Envestnet Asset Management Inc

  • $263 Billion
  • Q1 2024

A detailed history of Envestnet Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Envestnet Asset Management Inc holds 3,641,282 shares of SCHV stock, worth $273 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,641,282
Previous 3,853,373 5.5%
Holding current value
$273 Million
Previous $270 Million 2.42%
% of portfolio
0.11%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $14.6 Million - $16.1 Million
-212,091 Reduced 5.5%
3,641,282 $277 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $1.93 Million - $2.22 Million
31,577 Added 0.83%
3,853,373 $270 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $18.5 Million - $19.9 Million
286,280 Added 8.1%
3,821,796 $246 Million
Q2 2023

Aug 04, 2023
BUY
$63.33 - $67.21 $27 Million - $28.7 Million
427,091 Added 13.74%
3,535,516 $237 Million
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $13.3 Million - $14.7 Million
211,876 Added 7.31%
3,108,425 $204 Million
Q4 2022

Feb 07, 2023
BUY
$64.27 - $69.24 $9.09 Million - $9.79 Million
141,440 Added 5.13%
2,896,549 $191 Million
Q3 2022

Nov 10, 2022
BUY
N/A
228,711 Added 9.05%
2,755,109 $161 Million
Q2 2022

Aug 03, 2022
BUY
N/A
362,744 Added 16.77%
2,526,398 $158 Million
Q1 2022

May 04, 2022
BUY
N/A
281,812 Added 14.98%
2,163,654 $154 Million
Q4 2021

Feb 04, 2022
BUY
N/A
26,788 Added 1.44%
1,881,842 $138 Million
Q3 2021

Oct 07, 2021
SELL
N/A
-195,799 Reduced 9.55%
1,855,054 $125 Million
Q2 2021

Aug 04, 2021
BUY
N/A
836,782 Added 68.92%
2,050,853 $140 Million
Q1 2021

May 04, 2021
BUY
N/A
361,562 Added 42.41%
1,214,071 $79.3 Million
Q4 2020

Feb 02, 2021
BUY
N/A
56,950 Added 7.16%
852,509 $50.8 Million
Q3 2020

Oct 09, 2020
BUY
N/A
75,516 Added 10.49%
795,559 $41.5 Million
Q2 2020

Jul 08, 2020
BUY
N/A
105,237 Added 17.12%
720,043 $36.1 Million
Q1 2020

Apr 23, 2020
BUY
N/A
96,431 Added 18.6%
614,806 $27.2 Million
Q4 2019

Feb 11, 2020
SELL
N/A
-19,725,392 Reduced 97.44%
518,375 $31.2 Million
Q3 2019

Oct 17, 2019
BUY
N/A
19,787,482 Added 4336.65%
20,243,767 $1.15 Billion
Q2 2019

Aug 02, 2019
BUY
N/A
28,872 Added 6.76%
456,285 $25.6 Million
Q1 2019

May 10, 2019
SELL
N/A
-136,340 Reduced 24.18%
427,413 $23.4 Million
Q4 2018

Feb 13, 2019
BUY
N/A
239,933 Added 74.09%
563,753 $27.8 Million
Q3 2018

Nov 14, 2018
BUY
N/A
323,820 New
323,820 $18.2 Million

Others Institutions Holding SCHV

# of Institutions
785
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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