Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Charles Schwab SCHW Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.62M Sell
2025
Q2 		$9.29M Sell
2025
Q1 		$11M Sell
2024
Q4 		$12.1M Buy
2024
Q3 		$7.57M Buy
2024
Q2 		$8.42M Sell
2024
Q1 		$10.9M Buy
2023
Q4 		$8.92M Buy
2023
Q3 		$5.77M Buy