Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 13,484 shares of SCHI stock, worth $310,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,484
Previous 12,817 5.2%
Holding current value
$310,941
Previous $287,000 6.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$21.85 - $22.76 $14,573 - $15,180
667 Added 5.2%
13,484 $306,000
Q1 2025

Apr 21, 2025
BUY
$21.77 - $22.56 $279,026 - $289,151
12,817 New
12,817 $287,000
Q3 2023

Nov 13, 2023
BUY
$42.12 - $44.19 $923,649 - $969,042
21,929 New
21,929 $925,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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