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

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 182,638 shares of SCHQ stock, worth $5.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
182,638
Previous 157,707 15.81%
Holding current value
$5.72 Million
Previous $5.17 Million 23.5%
% 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
$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
106
Shares Held
14.6M
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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