Envestnet Portfolio Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 77,595 shares of SCHZ stock, worth $3.7 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
77,595
Previous 65,226
18.96%
Holding current value
$3.7 Million
Previous $3 Million
17.87%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio