Envestnet Portfolio Solutions
SCHR

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Envestnet Portfolio Solutions's SCHR Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 31% in Q1 2026, selling an estimated $344K and leaving 30,331 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Envestnet Portfolio Solutions first reported a position in SCHR in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.38M in Q4 2023. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Envestnet Portfolio Solutions held 30,331 shares of Schwab Intermediately-Term US Treasury ETF worth $756K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 13,705 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $344K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #742 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Schwab Intermediately-Term US Treasury ETF position peaked at $6.38M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.