Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Intl Divid Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 40,341 shares of SCHY stock, worth $973,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40,341
Previous 37,166
8.54%
Holding current value
$973,428
Previous $876,000
20.43%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.8 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.3 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.7 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.91 Million0.0% of portfolio