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 $45.4 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
$45.4 Million
Previous $77.2 Million
41.71%
% of portfolio
0.19%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio