Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Small 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 Us Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 17,116 shares of SCHA stock, worth $483,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,116

Previous 17,485 2.11%

Holding current value

$483,698

Previous $409,000 5.87%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$20.42 - $25.3 $7,534 - $9,335	-369 Reduced 2.11%	17,116 $433,000
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $2.14 Million - $2.5 Million	-92,534 Reduced 84.11%	17,485 $409,000
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $1.22 Million - $2.46 Million	48,021 Added 77.46%	110,019 $2.85 Million
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $50,558 - $56,012	1,078 Added 1.77%	61,998 $3.19 Million
Q2 2024 Jul 16, 2024	BUY	$45.24 - $49.04 $2.41 Million - $2.62 Million	53,345 Added 704.22%	60,920 $2.89 Million
Q1 2024 May 06, 2024	SELL	$44.84 - $49.24 $253,301 - $278,156	-5,649 Reduced 42.72%	7,575 $372,000
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $84,038 - $105,836	2,204 Added 20.0%	13,224 $624,000
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $450,167 - $508,022	11,020 New	11,020 $456,000

Others Institutions Holding SCHA

# of Institutions

1,277

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History