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ENVESTNET ASSET MANAGEMENT INC: SCHM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,553,972 SCHM 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 1,553,972 shares
    Change vs previous 13F +139,644 shares

    0.01% of the 13F portfolio, value $57,156,692.

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

  2. period ended2026-03-31
    13F 1,414,328 shares
    Change vs previous 13F +723,462 shares

    0.01% of the 13F portfolio, value $43,787,602.

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

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

  3. period ended2025-12-31
    13F 690,866 shares
    Change vs previous 13F -669,197 shares

    0.01% of the 13F portfolio, value $20,774,326.

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

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

  4. period ended2025-09-30
    13F 1,360,063 shares
    Change vs previous 13F -837,434 shares

    0.01% of the 13F portfolio, value $40,312,261.

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

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

  5. period ended2025-06-30
    13F 2,197,497 shares
    Change vs previous 13F -254,914 shares

    0.02% of the 13F portfolio, value $61,639,788.

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

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

  6. period ended2025-03-31
    13F 2,452,411 shares
    Change vs previous 13F -325,514 shares

    0.02% of the 13F portfolio, value $64,253,173.

    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: 2,452,411 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 2,777,925 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $76,976,299.

    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: 2,592,106 shares
    • Envestnet Portfolio Solutions, Inc.: 185,819 shares

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