Envestnet Portfolio Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 22,413 shares of SCHR stock, worth $565,031. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,413

Previous 66,532 66.31%

Holding current value

$565,031

Previous $1.65 Million 66.12%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$24.54 - $25.07 $1.08 Million - $1.11 Million	-44,119 Reduced 66.31%	22,413 $560,000
Q1 2025 Apr 21, 2025	SELL	$24.05 - $24.86 $68,350 - $70,652	-2,842 Reduced 4.1%	66,532 $1.65 Million
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $632,616 - $1.32 Million	26,152 Added 60.51%	69,374 $1.69 Million
Q3 2024 Oct 31, 2024	SELL	$48.4 - $50.91 $218,187 - $229,502	-4,508 Reduced 9.44%	43,222 $2.19 Million
Q2 2024 Jul 16, 2024	BUY	$47.85 - $49.0 $580,324 - $594,272	12,128 Added 34.07%	47,730 $2.33 Million
Q1 2024 May 06, 2024	SELL	$48.64 - $49.88 $4.51 Million - $4.63 Million	-92,815 Reduced 72.28%	35,602 $1.75 Million
Q4 2023 Feb 07, 2024	BUY	$47.09 - $49.87 $859,910 - $910,676	18,261 Added 16.58%	128,417 $6.38 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $5.26 Million - $5.46 Million	110,156 New	110,156 $5.28 Million

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Envestnet Portfolio Solutions, Inc. Schwab Intermediate Term Us Tr Transaction History