Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 17,485 shares of SCHA stock, worth $418,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,485

Previous 110,019 84.11%

Holding current value

$418,241

Previous $2.85 Million 85.62%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $2.14 Million - $2.5 Million	-92,534 Reduced 84.11%	17,485 $409,000
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $1.22 Million - $2.46 Million	48,021 Added 77.46%	110,019 $2.85 Million
Q3 2024 Oct 31, 2024	BUY	$46.9 - $51.96 $50,558 - $56,012	1,078 Added 1.77%	61,998 $3.19 Million
Q2 2024 Jul 16, 2024	BUY	$45.24 - $49.04 $2.41 Million - $2.62 Million	53,345 Added 704.22%	60,920 $2.89 Million
Q1 2024 May 06, 2024	SELL	$44.84 - $49.24 $253,301 - $278,156	-5,649 Reduced 42.72%	7,575 $372,000
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $84,038 - $105,836	2,204 Added 20.0%	13,224 $624,000
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $450,167 - $508,022	11,020 New	11,020 $456,000

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History