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ENVESTNET ASSET MANAGEMENT INC: SCHD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 17,833,750 SCHD 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 17,833,750 shares
    Change vs previous 13F +452,568 shares

    0.13% of the 13F portfolio, value $565,508,201.

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

    • ENVESTNET ASSET MANAGEMENT INC: 17,667,059 shares
    • Envestnet Portfolio Solutions, Inc.: 166,691 shares
  2. period ended2026-03-31
    13F 17,381,182 shares
    Change vs previous 13F +800,502 shares

    0.14% of the 13F portfolio, value $533,254,666.

    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: 17,312,076 shares
    • Envestnet Portfolio Solutions, Inc.: 69,106 shares

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

  3. period ended2025-12-31
    13F 16,580,680 shares
    Change vs previous 13F -1,826,370 shares

    0.12% of the 13F portfolio, value $454,808,057.

    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: 16,212,689 shares
    • Envestnet Portfolio Solutions, Inc.: 367,991 shares

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

  4. period ended2025-09-30
    13F 18,407,050 shares
    Change vs previous 13F -1,151,047 shares

    0.13% of the 13F portfolio, value $502,512,460.

    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: 18,025,557 shares
    • Envestnet Portfolio Solutions, Inc.: 381,493 shares

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

  5. period ended2025-06-30
    13F 19,558,097 shares
    Change vs previous 13F +1,071,198 shares

    0.14% of the 13F portfolio, value $518,289,571.

    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: 19,215,884 shares
    • Envestnet Portfolio Solutions, Inc.: 342,213 shares

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

  6. period ended2025-03-31
    13F 18,486,899 shares
    Change vs previous 13F -1,493,369 shares

    0.15% of the 13F portfolio, value $516,893,689.

    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: 18,132,678 shares
    • Envestnet Portfolio Solutions, Inc.: 354,221 shares

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

  7. period ended2024-12-31
    13F 19,980,268 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $545,860,920.

    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: 19,626,674 shares
    • Envestnet Portfolio Solutions, Inc.: 353,594 shares

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