Envestnet Portfolio Solutions, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1998033 BERWYN, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,405,870

-$98,832 QoQ

Shares Held

36,912

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#763

of 2,304 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. SCHW ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp This page	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,405,870	36,912	-1.0%	Shares	Sole	2026-07-20
2026-03-31	$3,504,702	37,292	-66.1%	Shares	Sole	2026-04-29
2025-12-31	$10,977,611	109,875	+9.0%	Shares	Sole	2026-02-06
2025-09-30	$9,622,898	100,795	-1.0%	Shares	Sole	2025-10-30
2025-06-30	$9,285,951	101,775	-27.8%	Shares	Sole	2025-07-25
2025-03-31	$11,037,480	141,000	-14.1%	Shares	Sole	2025-04-21
2024-12-31	$12,147,483	164,133	+40.6%	Shares	Sole	2025-02-10
2024-09-30	$7,566,761	116,753	+2.2%	Shares	Sole	2024-10-31
2024-06-30	$8,417,756	114,232	-24.1%	Shares	Sole	2024-07-16
2024-03-31	$10,889,340	150,530	+16.1%	Shares	Sole	2024-05-06
2023-12-31	$8,923,016	129,695	+23.5%	Shares	Sole	2024-02-07
2023-09-30	$5,766,311	105,033	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.