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ENVESTNET ASSET MANAGEMENT INC: SCHR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 9,620,381 SCHR 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 9,620,381 shares
    Change vs previous 13F +4,942,060 shares

    0.05% of the 13F portfolio, value $237,238,602.

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

    • ENVESTNET ASSET MANAGEMENT INC: 9,469,330 shares
    • Envestnet Portfolio Solutions, Inc.: 151,051 shares
  2. period ended2026-03-31
    13F 4,678,321 shares
    Change vs previous 13F +1,215,650 shares

    0.03% of the 13F portfolio, value $116,536,978.

    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: 4,647,990 shares
    • Envestnet Portfolio Solutions, Inc.: 30,331 shares

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

  3. period ended2025-12-31
    13F 3,462,671 shares
    Change vs previous 13F -205,813 shares

    0.02% of the 13F portfolio, value $86,843,774.

    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: 3,418,635 shares
    • Envestnet Portfolio Solutions, Inc.: 44,036 shares

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

  4. period ended2025-09-30
    13F 3,668,484 shares
    Change vs previous 13F +1,136,088 shares

    0.02% of the 13F portfolio, value $92,189,001.

    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: 3,636,388 shares
    • Envestnet Portfolio Solutions, Inc.: 32,096 shares

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

  5. period ended2025-06-30
    13F 2,532,396 shares
    Change vs previous 13F -247,263 shares

    0.02% of the 13F portfolio, value $63,385,880.

    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: 2,509,983 shares
    • Envestnet Portfolio Solutions, Inc.: 22,413 shares

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

  6. period ended2025-03-31
    13F 2,779,659 shares
    Change vs previous 13F +487,203 shares

    0.02% of the 13F portfolio, value $69,102,313.

    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: 2,713,127 shares
    • Envestnet Portfolio Solutions, Inc.: 66,532 shares

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

  7. period ended2024-12-31
    13F 2,292,456 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $55,683,773.

    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: 2,223,082 shares
    • Envestnet Portfolio Solutions, Inc.: 69,374 shares

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