Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Intl Divid Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 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 68,218 shares of SCHY stock, worth $1.72 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
68,218
Previous 40,341
69.1%
Holding current value
$1.72 Million
Previous $1.06 Million
49.48%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.5 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.9 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.5 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.53 Million0.06% of portfolio