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

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 104,397 shares of SCHD stock, worth $2.85 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

104,397

Previous 98,584 5.9%

Holding current value

$2.85 Million

Previous $7.67 Million 15.12%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $447,717 - $494,453	5,813 Added 5.9%	104,397 $8.82 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $236,754 - $250,308	3,123 Added 3.27%	98,584 $7.67 Million
Q1 2024 May 06, 2024	SELL	$75.25 - $80.63 $110,843 - $118,767	-1,473 Reduced 1.52%	95,461 $7.7 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $3.03 Million - $3.45 Million	45,246 Added 87.54%	96,934 $7.38 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $3.65 Million - $3.91 Million	51,688 New	51,688 $3.66 Million

Others Institutions Holding SCHD

# of Institutions

1,762

Shares Held

281M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Envestnet Portfolio Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History