Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Envestnet Portfolio Solutions, Inc.

$26.1 Billion
Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 71,495 shares of SCHM stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

71,495

Previous 69,449 2.95%

Holding current value

$2 Million

Previous $5.66 Million 1.61%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$75.69 - $81.19 $154,861 - $166,114	2,046 Added 2.95%	71,495 $5.56 Million
Q1 2024 May 06, 2024	BUY	$72.89 - $81.43 $926,213 - $1.03 Million	12,707 Added 22.39%	69,449 $5.66 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $1.33 Million - $1.61 Million	21,178 Added 59.55%	56,742 $4.27 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $2.37 Million - $2.63 Million	35,564 New	35,564 $2.41 Million

Others Institutions Holding SCHM

# of Institutions

926

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Mid Cap Transaction History