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 1,796,120 shares of SCHG stock, worth $49.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,796,120
Previous 2,768,318 35.12%
Holding current value
$49.5 Million
Previous $77.2 Million 41.71%
% of portfolio
0.19%
Previous 0.28%

Shares

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

Apr 21, 2025
SELL
$24.91 - $29.02 $24.2 Million - $28.2 Million
-972,198 Reduced 35.12%
1,796,120 $45 Million
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $54.1 Million - $220 Million
2,086,462 Added 306.0%
2,768,318 $77.2 Million
Q3 2024

Oct 31, 2024
SELL
$92.63 - $105.69 $2.7 Million - $3.08 Million
-29,154 Reduced 4.1%
681,856 $71 Million
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
1,500
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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