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

Envestnet Portfolio Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,107
Closed -$289K – 1630
2025
Q1 		$289K Sell
13,107
-2,591
-17% -$57.2K ﹤0.01% 1305
2024
Q4 		$364K Buy
+15,698
New +$364K ﹤0.01% 1400