Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 196,996 shares of SCHB stock, worth $4.42 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
196,996
Previous 214,026
7.96%
Holding current value
$4.42 Million
Previous $13.1 Million
5.21%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio