Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 369,435 shares of SCHB stock, worth $9.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

369,435

Previous 495,864 25.5%

Holding current value

$9.55 Million

Previous $10.7 Million 17.54%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$19.1 - $23.83 $2.41 Million - $3.01 Million	-126,429 Reduced 25.5%	369,435 $8.8 Million
Q1 2025 Apr 21, 2025	SELL	$21.23 - $23.75 $842,639 - $942,661	-39,691 Reduced 7.41%	495,864 $10.7 Million
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $7.65 Million - $23.2 Million	347,662 Added 185.03%	535,555 $12.2 Million
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

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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