Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Long Term Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 157,707 shares of SCHQ stock, worth $5.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
157,707
Previous 234,831 32.84%
Holding current value
$5.38 Million
Previous $7.92 Million 34.67%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$31.45 - $33.71 $2.43 Million - $2.6 Million
-77,124 Reduced 32.84%
157,707 $5.17 Million
Q1 2024

May 06, 2024
BUY
$32.9 - $35.0 $919,653 - $978,355
27,953 Added 13.51%
234,831 $7.92 Million
Q4 2023

Feb 07, 2024
BUY
$29.71 - $35.56 $4.11 Million - $4.92 Million
138,384 Added 202.04%
206,878 $7.26 Million
Q3 2023

Nov 13, 2023
BUY
$31.58 - $36.29 $2.16 Million - $2.49 Million
68,494 New
68,494 $2.17 Million

Others Institutions Holding SCHQ

# of Institutions
93
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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