Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 353,594 shares of SCHD stock, worth $9.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
353,594
Previous 104,397
238.7%
Holding current value
$9.77 Million
Previous $8.82 Million
9.47%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio