Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 185,819 shares of SCHM stock, worth $4.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

185,819

Previous 73,240 153.71%

Holding current value

$4.86 Million

Previous $6.09 Million 15.38%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$27.54 - $83.04 $3.1 Million - $9.35 Million	112,579 Added 153.71%	185,819 $5.15 Million
Q3 2024 Oct 31, 2024	BUY	$75.47 - $83.18 $131,695 - $145,149	1,745 Added 2.44%	73,240 $6.09 Million
Q2 2024 Jul 16, 2024	BUY	$75.69 - $81.19 $154,861 - $166,114	2,046 Added 2.95%	71,495 $5.56 Million
Q1 2024 May 06, 2024	BUY	$72.89 - $81.43 $926,213 - $1.03 Million	12,707 Added 22.39%	69,449 $5.66 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $1.33 Million - $1.61 Million	21,178 Added 59.55%	56,742 $4.27 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $2.37 Million - $2.63 Million	35,564 New	35,564 $2.41 Million

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History