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ENVESTNET ASSET MANAGEMENT INC: SCHX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,324,345 SCHX 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 4,324,345 shares
    Change vs previous 13F +162,719 shares

    0.03% of the 13F portfolio, value $127,265,466.

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

  2. period ended2026-03-31
    13F 4,161,626 shares
    Change vs previous 13F +2,311,536 shares

    0.03% of the 13F portfolio, value $106,704,087.

    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 1,850,090 shares
    Change vs previous 13F -2,269,538 shares

    0.01% of the 13F portfolio, value $49,785,931.

    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 4,119,628 shares
    Change vs previous 13F -9,243,500 shares

    0.03% of the 13F portfolio, value $108,511,011.

    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 13,363,128 shares
    Change vs previous 13F +123,667 shares

    0.1% of the 13F portfolio, value $326,594,844.

    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: 13,363,128 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 13,239,461 shares
    Change vs previous 13F -1,467,112 shares

    0.09% of the 13F portfolio, value $292,327,299.

    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: 13,226,354 shares
    • Envestnet Portfolio Solutions, Inc.: 13,107 shares

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

  7. period ended2024-12-31
    13F 14,706,573 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $340,898,362.

    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: 14,690,875 shares
    • Envestnet Portfolio Solutions, Inc.: 15,698 shares

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