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ENVESTNET ASSET MANAGEMENT INC: SCHV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 13,735,658 SCHV 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 13,735,658 shares
    Change vs previous 13F -5,716,123 shares

    0.11% of the 13F portfolio, value $478,138,269.

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

    • ENVESTNET ASSET MANAGEMENT INC: 12,960,727 shares
    • Envestnet Portfolio Solutions, Inc.: 774,931 shares
  2. period ended2026-03-31
    13F 19,451,781 shares
    Change vs previous 13F +1,653,234 shares

    0.15% of the 13F portfolio, value $593,279,320.

    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: 18,286,178 shares
    • Envestnet Portfolio Solutions, Inc.: 1,165,603 shares

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

  3. period ended2025-12-31
    13F 17,798,547 shares
    Change vs previous 13F -34,108 shares

    0.14% of the 13F portfolio, value $527,014,976.

    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: 16,612,123 shares
    • Envestnet Portfolio Solutions, Inc.: 1,186,424 shares

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

  4. period ended2025-09-30
    13F 17,832,655 shares
    Change vs previous 13F +538,897 shares

    0.14% of the 13F portfolio, value $519,108,589.

    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: 16,686,727 shares
    • Envestnet Portfolio Solutions, Inc.: 1,145,928 shares

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

  5. period ended2025-06-30
    13F 17,293,758 shares
    Change vs previous 13F -234,520 shares

    0.13% of the 13F portfolio, value $478,518,288.

    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: 16,167,900 shares
    • Envestnet Portfolio Solutions, Inc.: 1,125,858 shares

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

  6. period ended2025-03-31
    13F 17,528,278 shares
    Change vs previous 13F +602,086 shares

    0.14% of the 13F portfolio, value $465,901,619.

    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: 16,489,014 shares
    • Envestnet Portfolio Solutions, Inc.: 1,039,264 shares

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

  7. period ended2024-12-31
    13F 16,926,192 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $441,265,832.

    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: 15,926,683 shares
    • Envestnet Portfolio Solutions, Inc.: 999,509 shares

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