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

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

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 61,998 shares of SCHA stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

61,998

Previous 60,920 1.77%

Holding current value

$1.59 Million

Previous $2.89 Million 10.45%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,133

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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