Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 73,240 shares of SCHM stock, worth $2.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
73,240
Previous 71,495 2.44%
Holding current value
$2.17 Million
Previous $5.56 Million 9.36%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$75.47 - $83.18 $131,695 - $145,149
1,745 Added 2.44%
73,240 $6.09 Million
Q2 2024

Jul 16, 2024
BUY
$75.69 - $81.19 $154,861 - $166,114
2,046 Added 2.95%
71,495 $5.56 Million
Q1 2024

May 06, 2024
BUY
$72.89 - $81.43 $926,213 - $1.03 Million
12,707 Added 22.39%
69,449 $5.66 Million
Q4 2023

Feb 07, 2024
BUY
$63.01 - $75.95 $1.33 Million - $1.61 Million
21,178 Added 59.55%
56,742 $4.27 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $2.37 Million - $2.63 Million
35,564 New
35,564 $2.41 Million

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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