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SCHMSCHM
Showing 8 of 31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SCHWAB STRATEGIC TR

ENVESTNET ASSET MANAGEMENT INC holds 1.6M shares of SCHM (SCHWAB STRATEGIC TR), worth $57.2M as of 2026-Q2. The position was increased (+9.9% shares). SCHM represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$57.2M

Current Shares

1.6M

Total Value Change

-$5.4M

Total Shares Change

+800,543

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+9.9%
$57.2M0.0%$36.87
32
2026-Q1
Increased
1.4M
+104.7%
$43.8M0.0%$32.49
47
2025-Q4
Decreased
690,866
-49.2%
$20.8M0.0%$30.38
0
2025-Q3
Decreased
1.4M
-38.1%
$40.3M0.0%$29.49
0
2025-Q2
Decreased
2.2M
-10.4%
$61.6M0.0%$27.71
0
2025-Q1
Decreased
2.5M
-5.4%
$64.3M0.0%$25.85
0
2024-Q4
Increased
2.6M
+244.0%
$71.8M0.0%$27.25
48
2024-Q3
Decreased
753,429
-2.7%
$62.6M0.0%$27.17
0

Other major holders of SCHM: Financial Engines Advisors L.L.C.

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