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 5,854,971 shares of SCHX stock, worth $365 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,854,971
Previous 6,439,249
9.07%
Holding current value
$365 Million
Previous $363 Million
0.05%
% of portfolio
0.14%
Previous 0.15%
Shares
23 transactions
Others Institutions Holding SCHX
# of Institutions
1,254Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.08 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.14 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.77 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$791 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$656 Million24.51% of portfolio