Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Large C Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 681,856 shares of SCHG stock, worth $18.4 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
681,856
Previous 711,010
4.1%
Holding current value
$18.4 Million
Previous $71.7 Million
0.92%
% of portfolio
0.25%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio