Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Large C Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

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 13,107 shares of SCHX stock, worth $306,179. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,107
Previous 15,698 16.51%
Holding current value
$306,179
Previous $363,000 20.39%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$21.75 - $24.28 $56,354 - $62,909
-2,591 Reduced 16.51%
13,107 $289,000
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $351,635 - $1.07 Million
15,698 New
15,698 $363,000

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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