Charles Schwab Corporation shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Charles Schwab Corporation
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Download as csv Download as ExcelQuarterly reported holdings in Charles Schwab Corporation by Envestnet Portfolio Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11M | 151k | 72.34 |
2023-12-31 | $8.9M | 130k | 68.80 |
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