Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 73,240 shares of SCHM stock, worth $2.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
73,240
Previous 71,495
2.44%
Holding current value
$2.13 Million
Previous $5.56 Million
9.36%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio