Envestnet Portfolio Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 77,595 shares of SCHZ stock, worth $3.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
77,595
Previous 65,226 18.96%
Holding current value
$3.7 Million
Previous $3 Million 17.87%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$44.66 - $45.99 $552,399 - $568,850
12,369 Added 18.96%
77,595 $3.54 Million
Q1 2024

May 06, 2024
SELL
$45.44 - $46.67 $565,455 - $580,761
-12,444 Reduced 16.02%
65,226 $3 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $737,786 - $801,823
17,122 Added 28.28%
77,670 $3.62 Million
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $2.67 Million - $2.81 Million
60,548 New
60,548 $2.68 Million

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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