Envestnet Portfolio Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 35,602 shares of SCHR stock, worth $1.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,602
Previous 128,417 72.28%
Holding current value
$1.73 Million
Previous $6.38 Million 72.65%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$48.64 - $49.88 $4.51 Million - $4.63 Million
-92,815 Reduced 72.28%
35,602 $1.75 Million
Q4 2023

Feb 07, 2024
BUY
$47.09 - $49.87 $859,910 - $910,676
18,261 Added 16.58%
128,417 $6.38 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $5.26 Million - $5.46 Million
110,156 New
110,156 $5.28 Million

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
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More about SCHR
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