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

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 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 1,125,858 shares of SCHV stock, worth $32 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,125,858
Previous 1,039,264 8.33%
Holding current value
$32 Million
Previous $27.6 Million 12.78%
% of portfolio
0.13%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$23.55 - $27.67 $2.04 Million - $2.4 Million
86,594 Added 8.33%
1,125,858 $31.2 Million
Q1 2025

Apr 21, 2025
BUY
$25.77 - $27.6 $1.02 Million - $1.1 Million
39,755 Added 3.98%
1,039,264 $27.6 Million
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
943
Shares Held
337M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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