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

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 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 10,231 shares of SCHO stock, worth $249,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,231

Previous 16,303 37.24%

Holding current value

$249,124

Previous $397,000 37.28%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$24.23 - $24.42 $147,124 - $148,278	-6,072 Reduced 37.24%	10,231 $249,000
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

705

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

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