Envestnet Portfolio Solutions’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $756K | Sell |
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|
2025
Q4 | $1.1M | Buy |
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|
2025
Q3 | $807K | Buy |
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|
2025
Q2 | $561K | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $6.38M | Buy |
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|
2023
Q3 | $5.28M | Buy |
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