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ENVESTNET ASSET MANAGEMENT INC: SCHZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,642,147 SCHZ 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 3,642,147 shares
    Change vs previous 13F +226,535 shares

    0.02% of the 13F portfolio, value $84,242,875.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,483,103 shares
    • Envestnet Portfolio Solutions, Inc.: 159,044 shares
  2. period ended2026-03-31
    13F 3,415,612 shares
    Change vs previous 13F +989,647 shares

    0.02% of the 13F portfolio, value $79,310,510.

    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: 3,294,468 shares
    • Envestnet Portfolio Solutions, Inc.: 121,144 shares

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

  3. period ended2025-12-31
    13F 2,425,965 shares
    Change vs previous 13F -985,870 shares

    0.02% of the 13F portfolio, value $56,694,786.

    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: 2,324,753 shares
    • Envestnet Portfolio Solutions, Inc.: 101,212 shares

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

  4. period ended2025-09-30
    13F 3,411,835 shares
    Change vs previous 13F -709,608 shares

    0.02% of the 13F portfolio, value $80,075,762.

    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: 3,324,125 shares
    • Envestnet Portfolio Solutions, Inc.: 87,710 shares

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

  5. period ended2025-06-30
    13F 4,121,443 shares
    Change vs previous 13F +55,953 shares

    0.03% of the 13F portfolio, value $95,782,352.

    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: 4,002,318 shares
    • Envestnet Portfolio Solutions, Inc.: 119,125 shares

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

  6. period ended2025-03-31
    13F 4,065,490 shares
    Change vs previous 13F -676,434 shares

    0.03% of the 13F portfolio, value $94,156,730.

    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: 3,908,118 shares
    • Envestnet Portfolio Solutions, Inc.: 157,372 shares

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

  7. period ended2024-12-31
    13F 4,741,924 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $107,641,681.

    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: 4,412,953 shares
    • Envestnet Portfolio Solutions, Inc.: 328,971 shares

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