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SCHZSCHZ
Showing 8 of 31 quarters

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

Yes. Envestnet holds 3,483,103 shares of SCHZ, worth $80.6M, as of its Q2 2026 13F filing. It increased the position by 188,635 shares (+5.7%) from Q1 2026. Envestnet has held SCHZ in every 13F on record since Q4 2018, 31 quarterly filings.

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%$22.80
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: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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