Position history for Envestnet Portfolio Solutions, Inc.'s holdings in SCHWAB STRATEGIC TR
Envestnet Portfolio Solutions, Inc. holds 8.9M shares of SCHH (SCHWAB STRATEGIC TR), worth $186.3M as of 2025-Q4. The position was increased (++6.7% shares). SCHH represents 0.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$186.3M
Current Shares
8.9M
Total Value Change
+$49.7M
Total Shares Change
+2.1M
Other major holders of SCHH: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 8.9M |
+6.7% |
| $186.3M |
| 0.7% |
| $21.04 |
46 |
| 2025-Q3 | Increased | 8.4M | +6.2% | $180.3M | 0.7% | $21.20 | 46 |
| 2025-Q2 | Increased | 7.9M | +5.2% | $166.5M | 0.6% | $20.62 | 45 |
| 2025-Q1 | Increased | 7.5M | +3.4% | $160.9M | 0.6% | $20.77 | 44 |
| 2024-Q4 | Increased | 7.2M | +3.6% | $152.4M | 0.5% | $20.23 | 38 |
| 2024-Q3 | Increased | 7M | +2.1% | $161.8M | 0.5% | $22.09 | 44 |
| 2024-Q2 | Increased | 6.8M | +7.6% | $136.5M | 0.5% | $19.06 | 39 |