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

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 104,397 shares of SCHD stock, worth $2.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
104,397
Previous 98,584 5.9%
Holding current value
$2.9 Million
Previous $7.67 Million 15.12%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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