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

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 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 32,096 shares of SCHR stock, worth $805,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,096
Previous 22,413 43.2%
Holding current value
$805,930
Previous $560,000 43.93%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$24.69 - $25.26 $239,073 - $244,592
9,683 Added 43.2%
32,096 $806,000
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
514
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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