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

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 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 999,509 shares of SCHV stock, worth $26.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

999,509

Previous 285,378 250.24%

Holding current value

$26.3 Million

Previous $22.9 Million 13.61%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.79 - $80.4 $18.4 Million - $57.4 Million	714,131 Added 250.24%	999,509 $26.1 Million
Q3 2024 Oct 31, 2024	BUY	$73.43 - $80.37 $2.41 Million - $2.64 Million	32,861 Added 13.01%	285,378 $22.9 Million
Q2 2024 Jul 16, 2024	BUY	$71.74 - $75.86 $1.36 Million - $1.44 Million	18,933 Added 8.11%	252,517 $18.7 Million
Q1 2024 May 06, 2024	BUY	$68.82 - $75.98 $8.8 Million - $9.71 Million	127,852 Added 120.92%	233,584 $17.7 Million
Q4 2023 Feb 07, 2024	SELL	$61.16 - $70.24 $396,744 - $455,646	-6,487 Reduced 5.78%	105,732 $7.41 Million
Q3 2023 Nov 13, 2023	BUY	$64.45 - $69.39 $7.23 Million - $7.79 Million	112,219 New	112,219 $7.23 Million

Others Institutions Holding SCHV

# of Institutions

890

Shares Held

328M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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