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SCHZSCHZ
Showing 8 of 31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SCHWAB US AGGREGATE BOND ETF

ENVESTNET ASSET MANAGEMENT INC holds 3.5M shares of SCHZ (SCHWAB US AGGREGATE BOND ETF), worth $80.6M as of 2026-Q2. The position was increased (+5.7% shares). SCHZ represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$80.6M

Current Shares

3.5M

Total Value Change

-$16.7M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+5.7%
$80.6M0.0%$22.96
31
2026-Q1
Increased
3.3M
+41.7%
$76.5M0.0%$22.81
40
2025-Q4
Decreased
2.3M
-30.1%
$54.3M0.0%$22.80
0
2025-Q3
Decreased
3.3M
-16.9%
$78M0.0%$22.60
0
2025-Q2
Increased
4M
+2.4%
$93M0.0%$22.15
31
2025-Q1
Decreased
3.9M
-11.4%
$90.5M0.0%$21.85
0
2024-Q4
Increased
4.4M
+115.5%
$100.2M0.0%$21.26
48
2024-Q3
Decreased
2M
-5.3%
$97.3M0.0%$21.97
0

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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