Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.4M Buy
2025
Q2 		$9.07M Sell
2025
Q1 		$9.9M Buy
2024
Q4 		$9.66M Buy
2024
Q3 		$8.82M Buy
2024
Q2 		$7.67M Buy
2024
Q1 		$7.7M Sell
2023
Q4 		$7.38M Buy
2023
Q3 		$3.66M Buy