ENVESTNET ASSET MANAGEMENT INC
Holdings in SCHW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $543,473,832 | 5,439,634 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $549,671,484 | 5,757,531 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $564,744,943 | 6,189,664 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $452,537,854 | 5,781,015 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $401,860,756 | 5,429,817 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $347,233,962 | 5,357,722 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $406,717,438 | 5,519,303 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $394,119,894 | 5,448,160 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $330,166,040 | 4,798,925 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $240,270,783 | 4,376,517 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $183,371,929 | 3,235,214 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $108,460,751 | 2,070,652 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $159,302,690 | 1,913,316 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $127,722,979 | 1,777,139 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $100,189,201 | 1,585,774 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $107,225,626 | 1,271,802 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $102,836,639 | 1,222,790 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $88,762,969 | 1,218,602 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $81,972,701 | 1,125,844 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $69,748,335 | 1,070,088 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $32,852,498 | 619,391 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $20,570,415 | 567,773 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $18,460,233 | 547,132 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $27,075,833 | 805,349 | Shares | Sole | 2020-04-23 |