Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,234,435 shares of SCHH stock, worth $160 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

7,234,435

Previous 6,981,493 3.62%

Holding current value

$160 Million

Previous $162 Million 5.81%

% of portfolio

0.55%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$20.55 - $23.26 $5.2 Million - $5.88 Million	252,942 Added 3.62%	7,234,435 $152 Million
Q3 2024 Oct 31, 2024	BUY	$19.78 - $23.53 $2.84 Million - $3.38 Million	143,809 Added 2.1%	6,981,493 $162 Million
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $8.91 Million - $9.71 Million	480,848 Added 7.56%	6,837,684 $137 Million
Q1 2024 May 06, 2024	BUY	$19.39 - $20.93 $5.85 Million - $6.32 Million	301,764 Added 4.98%	6,356,836 $129 Million
Q4 2023 Feb 07, 2024	BUY	$16.76 - $20.95 $1.53 Million - $1.92 Million	91,491 Added 1.53%	6,055,072 $125 Million
Q3 2023 Nov 13, 2023	BUY	$17.52 - $20.27 $104 Million - $121 Million	5,963,581 New	5,963,581 $106 Million

Others Institutions Holding SCHH

# of Institutions

553

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Schwab Strategic U.S. Reit ETF Transaction History