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
2025
Q2 		$397K Sell
2025
Q1 		$1.06M Sell
2024
Q4 		$1.08M Sell
2024
Q3 		$1.18M Buy
2024
Q2 		$1.14M Buy
2024
Q1 		$593K Buy
2023
Q4 		$440K Sell
2023
Q3 		$1.15M Buy