Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

SCHPSCHP
31 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 6.3M shares of SCHP (SCHWAB STRATEGIC TR), worth $166.8M as of 2026-Q2. The position was increased (+5.0% shares). SCHP represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$166.8M

Current Shares

6.3M

Total Value Change

-$11.3M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.3M
+5.0%
$166.8M0.0%$26.06
32
2026-Q1
Increased
6M
+19.3%
$159.5M0.0%$25.85
36
2025-Q4
Increased
5M
+3.1%
$133.2M0.0%$25.74
31
2025-Q3
Increased
4.9M
+1.5%
$131.3M0.0%$25.75
31
2025-Q2
Increased
4.8M
+1.3%
$128.1M0.0%$25.22
30
2025-Q1
Increased
4.7M
+18.9%
$127.4M0.0%$25.11
36
2024-Q4
Increased
4M
+207.1%
$103M0.0%$24.11
48
2024-Q3
Decreased
1.3M
-11.6%
$69.6M0.0%$24.82
0
2024-Q2
Increased
1.5M
+24.6%
$76.3M0.0%$23.82
36
2024-Q1
Decreased
1.2M
-2.0%
$61.4M0.0%$23.63
0
2023-Q4
Increased
1.2M
+4.0%
$62.7M0.0%$23.64
31
2023-Q3
Increased
1.2M
+20.4%
$58.3M0.0%$22.60
35
2023-Q2
Increased
959,382
+2.2%
$50.3M0.0%$23.22
30
2023-Q1
Decreased
938,912
-7.5%
$50.3M0.0%$23.56
0
2022-Q4
Decreased
1M
-35.8%
$52.6M0.0%$22.76
0
2022-Q3
Decreased
1.6M
-15.1%
$81.9M0.0%$22.30
0
2022-Q2
Increased
1.9M
+2.2%
$103.9M0.1%$23.54
31
2022-Q1
Decreased
1.8M
-8.0%
$110.6M0.1%$25.06
0
2021-Q4
Increased
2M
+14.1%
$124.5M0.1%$25.86
34
2021-Q3
Increased
1.7M
+10.6%
$108.5M0.1%$25.27
33
2021-Q2
Decreased
1.6M
-8.3%
$98M0.1%$24.82
0
2021-Q1
Increased
1.7M
+30.9%
$104.6M0.1%$24.07
38
2020-Q4
Increased
1.3M
+22.6%
$81.1M0.1%$24.43
36
2020-Q3
Increased
1.1M
+28.4%
$65.7M0.1%$24.02
37
2020-Q2
Decreased
829,726
-35.2%
$49.8M0.0%$23.36
0
2020-Q1
Decreased
1.3M
-56.9%
$73.7M0.1%$22.38
0
2019-Q4
Increased
3M
+10.8%
$168.3M0.2%$22.04
40
2019-Q3
Increased
2.7M
+5.3%
$152.3M0.2%$21.88
38
2019-Q2
Decreased
2.5M
-0.4%
$143.5M0.2%$21.55
0
2019-Q1
Decreased
2.6M
-23.5%
$140.7M0.2%$20.97
0
2018-Q4
New
3.3M
-
$178.1M0.3%$20.31
50

Other major holders of SCHP: Steward Partners Investment Advisory, LLC, Empower Advisory Group, LLC

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