Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$807K Buy
2025
Q2 		$561K Sell
2025
Q1 		$1.65M Sell
2024
Q4 		$1.69M Sell
2024
Q3 		$2.19M Sell
2024
Q2 		$2.33M Buy
2024
Q1 		$1.75M Sell
2023
Q4 		$6.38M Buy
2023
Q3 		$5.28M Buy