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 285,378 shares of SCHV stock, worth $7.78 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
285,378
Previous 252,517
13.01%
Holding current value
$7.78 Million
Previous $18.7 Million
22.61%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$872 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$531 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$331 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$271 Million9.39% of portfolio