Envestnet Portfolio Solutions, Inc. Schwab Short Term Us Treasury Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 23,620 shares of SCHO stock, worth $573,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,620
Previous 12,290 92.19%
Holding current value
$573,021
Previous $592,000 91.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2024
BUY
$47.75 - $48.13 $541,007 - $545,312
11,330 Added 92.19%
23,620 $1.14 Million
Q1 2024

May 06, 2024
BUY
$48.05 - $48.63 $153,856 - $155,713
3,202 Added 35.23%
12,290 $592,000
Q4 2023

Feb 07, 2024
SELL
$47.66 - $48.45 $706,607 - $718,319
-14,826 Reduced 62.0%
9,088 $440,000
Q3 2023

Nov 13, 2023
BUY
$47.78 - $48.2 $1.14 Million - $1.15 Million
23,914 New
23,914 $1.15 Million

Others Institutions Holding SCHO

# of Institutions
609
Shares Held
169M
Call Options Held
42K
Put Options Held
33.9K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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