Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 187,893 shares of SCHB stock, worth $4.39 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

187,893

Previous 196,996 4.62%

Holding current value

$4.39 Million

Previous $12.4 Million 0.91%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$59.93 - $66.52 $545,542 - $605,531	-9,103 Reduced 4.62%	187,893 $12.5 Million
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $980,417 - $1.08 Million	-17,030 Reduced 7.96%	196,996 $12.4 Million
Q1 2024 May 06, 2024	SELL	$54.61 - $61.05 $188,950 - $211,233	-3,460 Reduced 1.59%	214,026 $13.1 Million
Q4 2023 Feb 07, 2024	SELL	$47.61 - $55.91 $560,322 - $658,004	-11,769 Reduced 5.13%	217,486 $12.1 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $11.4 Million - $12.3 Million	229,255 New	229,255 $11.4 Million

Others Institutions Holding SCHB

# of Institutions

1,181

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

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 Broad M Transaction History