Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Intl Divid Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 37,166 shares of SCHY stock, worth $962,971. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37,166
Previous 35,446
4.85%
Holding current value
$962,971
Previous $859,000
1.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$45.3 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.2 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.4 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.77 Million0.06% of portfolio