ENVESTNET ASSET MANAGEMENT INC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1407543
Berwyn, PA
All Filings in FNDB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $7,555,344 | 277,770 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 FNDB | $6,598,260 | 248,335 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 FNDB | $6,374,150 | 247,636 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 FNDB | $5,888,432 | 245,556 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 FNDB | $4,387,730 | 190,688 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 FNDB | $4,451,777 | 191,392 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 FNDB | — | 73,557 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 FNDB | — | 69,466 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 FNDB | — | 73,569 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FNDB | — | 46,713 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 FNDB | — | 16,633 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FNDB | — | 13,798 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 FNDB | — | 19,596 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 FNDB | — | 16,917 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 FNDB | — | 7,233 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 FNDB | — | 5,018 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 FNDB | — | 3,858 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 FNDB | — | 3,593 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 FNDB | — | 4,610 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 FNDB | — | 5,488 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||