Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 196,996 shares of SCHB stock, worth $4.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
196,996
Previous 214,026 7.96%
Holding current value
$4.42 Million
Previous $13.1 Million 5.21%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $980,417 - $1.08 Million
-17,030 Reduced 7.96%
196,996 $12.4 Million
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $188,950 - $211,233
-3,460 Reduced 1.59%
214,026 $13.1 Million
Q4 2023

Feb 07, 2024
SELL
$47.61 - $55.91 $560,322 - $658,004
-11,769 Reduced 5.13%
217,486 $12.1 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $11.4 Million - $12.3 Million
229,255 New
229,255 $11.4 Million

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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