Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
13,484
+667
+5% +$15.2K ﹤0.01% 1319
2025
Q1
$288K Buy
+12,817
New +$288K ﹤0.01% 1309
2023
Q4
Sell
-21,929
Closed -$925K 1598
2023
Q3
$925K Buy
+21,929
New +$925K ﹤0.01% 766