Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.63M Buy
+150,332
New +$3.63M 0.02% 390
2026
Q1 		– Sell
-11,718
Closed -$286K – 1479
2025
Q4 		$286K Buy
11,718
+1,487
+15% +$36.3K ﹤0.01% 1304
2025
Q3 		$250K Sell
10,231
-6,072
-37% -$148K ﹤0.01% 1329
2025
Q2 		$397K Sell
16,303
-27,406
-63% -$666K ﹤0.01% 1209
2025
Q1 		$1.06M Sell
43,709
-1,157
-3% -$28K ﹤0.01% 773
2024
Q4 		$1.08M Sell
44,866
-3,376
-7% -$81.7K ﹤0.01% 891
2024
Q3 		$1.18M Buy
48,242
+1,002
+2% +$24.4K ﹤0.01% 837
2024
Q2 		$1.14M Buy
47,240
+22,660
+92% +$543K ﹤0.01% 818
2024
Q1 		$593K Buy
24,580
+6,404
+35% +$155K ﹤0.01% 1045
2023
Q4 		$440K Sell
18,176
-29,652
-62% -$712K ﹤0.01% 1101
2023
Q3 		$1.15M Buy
+47,828
New +$1.15M 0.01% 718

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's SCHO Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026: 150,332 shares worth $3.63M. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SCHO as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in SCHO in Q3 2023 and has held it in 11 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Envestnet Portfolio Solutions held 150,332 shares of Schwab Short-Term US Treasury ETF worth $3.63M as of Q2 2026.
  • Schwab Short-Term US Treasury ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Schwab Short-Term US Treasury ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #390 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.