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

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 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 711,010 shares of SCHG stock, worth $73.7 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
711,010
Previous 712,400 0.2%
Holding current value
$73.7 Million
Previous $66.1 Million 8.55%
% of portfolio
0.27%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$87.04 - $101.61 $120,985 - $141,237
-1,390 Reduced 0.2%
711,010 $71.7 Million
Q1 2024

May 06, 2024
BUY
$80.6 - $93.32 $14.9 Million - $17.3 Million
184,917 Added 35.06%
712,400 $66.1 Million
Q4 2023

Feb 07, 2024
BUY
$70.08 - $83.37 $14 Million - $16.6 Million
199,152 Added 60.66%
527,483 $43.8 Million
Q3 2023

Nov 13, 2023
BUY
$71.99 - $78.02 $23.6 Million - $25.6 Million
328,331 New
328,331 $23.9 Million

Others Institutions Holding SCHG

# of Institutions
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email