Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.77M Sell
2025
Q1 		$3.64M Sell
2024
Q4 		$7.47M Buy
2024
Q3 		$3.8M Buy
2024
Q2 		$3.54M Buy
2024
Q1 		$3M Sell
2023
Q4 		$3.62M Buy
2023
Q3 		$2.68M Buy