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

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

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 98,584 shares of SCHD stock, worth $8.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
98,584
Previous 95,461 3.27%
Holding current value
$8.31 Million
Previous $7.7 Million 0.42%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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