Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 342,213 shares of SCHD stock, worth $9.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
342,213
Previous 354,221 3.39%
Holding current value
$9.38 Million
Previous $9.9 Million 8.44%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$24.32 - $27.87 $292,034 - $334,662
-12,008 Reduced 3.39%
342,213 $9.07 Million
Q1 2025

Apr 21, 2025
BUY
$27.01 - $28.54 $16,935 - $17,894
627 Added 0.18%
354,221 $9.9 Million
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $6.71 Million - $21.2 Million
249,197 Added 238.7%
353,594 $9.66 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $447,717 - $494,453
5,813 Added 5.9%
104,397 $8.82 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $236,754 - $250,308
3,123 Added 3.27%
98,584 $7.67 Million
Q1 2024

May 06, 2024
SELL
$75.25 - $80.63 $110,843 - $118,767
-1,473 Reduced 1.52%
95,461 $7.7 Million
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $3.03 Million - $3.45 Million
45,246 Added 87.54%
96,934 $7.38 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $3.65 Million - $3.91 Million
51,688 New
51,688 $3.66 Million

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email