Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$31.2M Buy
2025
Q1 		$27.6M Buy
2024
Q4 		$26.1M Buy
2024
Q3 		$22.9M Buy
2024
Q2 		$18.7M Buy
2024
Q1 		$17.7M Buy
2023
Q4 		$7.41M Sell
2023
Q3 		$7.23M Buy