Envestnet Portfolio Solutions, Inc. Schwab Short Term Us Treasury Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 16,303 shares of SCHO stock, worth $397,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,303
Previous 43,709 62.7%
Holding current value
$397,467
Previous $1.06 Million 62.65%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$24.19 - $24.45 $662,951 - $670,076
-27,406 Reduced 62.7%
16,303 $397,000
Q1 2025

Apr 21, 2025
SELL
$24.1 - $24.34 $27,883 - $28,161
-1,157 Reduced 2.58%
43,709 $1.06 Million
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $499,124 - $1.01 Million
20,745 Added 86.0%
44,866 $1.08 Million
Q3 2024

Oct 31, 2024
BUY
$47.93 - $49.06 $24,012 - $24,579
501 Added 2.12%
24,121 $1.18 Million
Q2 2024

Jul 16, 2024
BUY
$47.75 - $48.13 $541,007 - $545,312
11,330 Added 92.19%
23,620 $1.14 Million
Q1 2024

May 06, 2024
BUY
$48.05 - $48.63 $153,856 - $155,713
3,202 Added 35.23%
12,290 $592,000
Q4 2023

Feb 07, 2024
SELL
$47.66 - $48.45 $706,607 - $718,319
-14,826 Reduced 62.0%
9,088 $440,000
Q3 2023

Nov 13, 2023
BUY
$47.78 - $48.2 $1.14 Million - $1.15 Million
23,914 New
23,914 $1.15 Million

Others Institutions Holding SCHO

# of Institutions
709
Shares Held
318M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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