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
2026 Q2	$3.72M	Buy	151,051 +120,720	+398%	+$2.98M	0.02%	388
2026 Q1	$756K	Sell	30,331 -13,705	-31%	-$344K	﹤0.01%	742
2025 Q4	$1.1M	Buy	44,036 +11,940	+37%	+$300K	﹤0.01%	722
2025 Q3	$807K	Buy	32,096 +9,683	+43%	+$242K	﹤0.01%	821
2025 Q2	$561K	Sell	22,413 -44,119	-66%	-$1.09M	﹤0.01%	1041
2025 Q1	$1.65M	Sell	66,532 -2,842	-4%	-$69.6K	0.01%	642
2024 Q4	$1.69M	Sell	69,374 -17,070	-20%	-$420K	0.01%	725
2024 Q3	$2.19M	Sell	86,444 -9,016	-9%	-$225K	0.01%	630
2024 Q2	$2.33M	Buy	95,460 +24,256	+34%	+$587K	0.01%	590
2024 Q1	$1.75M	Sell	71,204 -185,630	-72%	-$4.56M	0.01%	679
2023 Q4	$6.38M	Buy	256,834 +36,522	+17%	+$882K	0.03%	275
2023 Q3	$5.28M	Buy	+220,312	New	+$5.36M	0.03%	293

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Envestnet Portfolio Solutions increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 398% in Q2 2026, buying an estimated $2.98M and bringing the position to 151,051 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #388.

Envestnet Portfolio Solutions first reported a position in SCHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.38M in Q4 2023. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Envestnet Portfolio Solutions held 151,051 shares of Schwab Intermediately-Term US Treasury ETF worth $3.72M as of Q2 2026.
Envestnet Portfolio Solutions bought 120,720 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $2.98M.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #388 holding.
Envestnet Portfolio Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $6.38M in Q4 2023.
507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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