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 73,240 shares of SCHM stock, worth $2.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
73,240
Previous 71,495 2.44%
Holding current value
$2.13 Million
Previous $5.56 Million 9.36%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.