Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Long Term Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 99,152 shares of SCHQ stock, worth $3.18 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
99,152
Previous 182,638
45.71%
Holding current value
$3.18 Million
Previous $6.39 Million
51.24%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHQ
# of Institutions
105Shares Held
11.3MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$90.8 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.3 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.7 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.2 Million0.03% of portfolio