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ENVESTNET ASSET MANAGEMENT INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on SCHB, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 1,252,532 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,252,532 shares
    Change vs previous 13F +98,110 shares

    0.01% of the 13F portfolio, value $36,273,338.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 969,875 shares
    • Envestnet Portfolio Solutions, Inc.: 282,657 shares
  2. period ended2026-03-31
    13F 1,154,422 shares
    Change vs previous 13F +494,341 shares

    0.01% of the 13F portfolio, value $28,975,991.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 867,741 shares
    • Envestnet Portfolio Solutions, Inc.: 286,681 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 660,081 shares
    Change vs previous 13F -505,360 shares

    <0.01% of the 13F portfolio, value $17,313,908.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 365,740 shares
    • Envestnet Portfolio Solutions, Inc.: 294,341 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,165,441 shares
    Change vs previous 13F -973,336 shares

    0.01% of the 13F portfolio, value $29,963,478.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 868,134 shares
    • Envestnet Portfolio Solutions, Inc.: 297,307 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,138,777 shares
    Change vs previous 13F -220,874 shares

    0.01% of the 13F portfolio, value $50,967,044.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,769,342 shares
    • Envestnet Portfolio Solutions, Inc.: 369,435 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,359,651 shares
    Change vs previous 13F -103,286 shares

    0.02% of the 13F portfolio, value $50,803,287.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,863,787 shares
    • Envestnet Portfolio Solutions, Inc.: 495,864 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,462,937 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $55,908,655.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,927,382 shares
    • Envestnet Portfolio Solutions, Inc.: 535,555 shares

    Acceptance time not in the bulk data set (spec §4.2).