Envestnet Asset Management Inc Schwab Strategic Tr Long Term Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

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 1,836,331 shares of SCHQ stock, worth $58 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,836,331
Previous 1,270,916 44.49%
Holding current value
$58 Million
Previous $41.7 Million 54.09%
% of portfolio
0.02%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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