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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

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 139,871 shares of SCHQ stock, worth $4.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

139,871

Previous 99,152 41.07%

Holding current value

$4.37 Million

Previous $3.12 Million 47.05%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$30.72 - $33.22 $1.25 Million - $1.35 Million	40,719 Added 41.07%	139,871 $4.58 Million
Q4 2024 Feb 10, 2025	SELL	$31.33 - $35.13 $2.62 Million - $2.93 Million	-83,486 Reduced 45.71%	99,152 $3.12 Million
Q3 2024 Oct 31, 2024	BUY	$32.17 - $35.98 $802,030 - $897,017	24,931 Added 15.81%	182,638 $6.39 Million
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

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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