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

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 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 233,584 shares of SCHV stock, worth $17.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
233,584
Previous 105,732 120.92%
Holding current value
$17.3 Million
Previous $7.41 Million 139.47%
% of portfolio
0.07%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
787
Shares Held
102M
Call Options Held
9.1K
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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