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 $9.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

353,594

Previous 104,397 238.7%

Holding current value

$9.81 Million

Previous $8.82 Million 9.47%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $6.71 Million - $21.2 Million	249,197 Added 238.7%	353,594 $9.66 Million
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $447,717 - $494,453	5,813 Added 5.9%	104,397 $8.82 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $236,754 - $250,308	3,123 Added 3.27%	98,584 $7.67 Million
Q1 2024 May 06, 2024	SELL	$75.25 - $80.63 $110,843 - $118,767	-1,473 Reduced 1.52%	95,461 $7.7 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $3.03 Million - $3.45 Million	45,246 Added 87.54%	96,934 $7.38 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $3.65 Million - $3.91 Million	51,688 New	51,688 $3.66 Million

Others Institutions Holding SCHD

# of Institutions

1,880

Shares Held

605M

Call Options Held

3.32M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History