Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 110,019 shares of SCHA stock, worth $2.93 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
110,019
Previous 61,998
77.46%
Holding current value
$2.93 Million
Previous $3.19 Million
10.87%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio