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ENVESTNET ASSET MANAGEMENT INC: SCHW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,608,880 SCHW 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 5,608,880 shares
    Change vs previous 13F -51,395 shares

    0.12% of the 13F portfolio, value $517,529,927.

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

    • ENVESTNET ASSET MANAGEMENT INC: 5,571,968 shares
    • Envestnet Portfolio Solutions, Inc.: 36,912 shares
  2. period ended2026-03-31
    13F 5,660,275 shares
    Change vs previous 13F +110,766 shares

    0.14% of the 13F portfolio, value $531,952,809.

    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: 5,622,983 shares
    • Envestnet Portfolio Solutions, Inc.: 37,292 shares

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

  3. period ended2025-12-31
    13F 5,549,509 shares
    Change vs previous 13F -308,817 shares

    0.15% of the 13F portfolio, value $554,438,046.

    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: 5,439,634 shares
    • Envestnet Portfolio Solutions, Inc.: 109,875 shares

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

  4. period ended2025-09-30
    13F 5,858,326 shares
    Change vs previous 13F -433,113 shares

    0.15% of the 13F portfolio, value $559,294,380.

    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: 5,757,531 shares
    • Envestnet Portfolio Solutions, Inc.: 100,795 shares

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

  5. period ended2025-06-30
    13F 6,291,439 shares
    Change vs previous 13F +369,424 shares

    0.16% of the 13F portfolio, value $574,030,842.

    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: 6,189,664 shares
    • Envestnet Portfolio Solutions, Inc.: 101,775 shares

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

  6. period ended2025-03-31
    13F 5,922,015 shares
    Change vs previous 13F +328,065 shares

    0.14% of the 13F portfolio, value $463,575,340.

    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: 5,781,015 shares
    • Envestnet Portfolio Solutions, Inc.: 141,000 shares

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

  7. period ended2024-12-31
    13F 5,593,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $414,008,290.

    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: 5,429,817 shares
    • Envestnet Portfolio Solutions, Inc.: 164,133 shares

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