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SCHQSCHQ
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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in SCHWAB STRATEGIC TR

Envestnet Portfolio Solutions, Inc. holds 37,103 shares of SCHQ (SCHWAB STRATEGIC TR), worth $1.2M as of 2026-Q2. The position was decreased (-59.0% shares). SCHQ represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.2M

Current Shares

37,103

Total Value Change

-$5.2M

Total Shares Change

-145,535

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
37,103
-59.0%
$1.2M0.0%$31.19
0
2026-Q1
Decreased
90,524
-28.7%
$2.8M0.0%$30.93
0
2025-Q4
Increased
127,034
+121.6%
$4M0.0%$30.94
43
2025-Q3
Decreased
57,334
-1.1%
$1.9M0.0%$31.08
0
2025-Q2
Decreased
57,972
-58.5%
$1.8M0.0%$30.33
0
2025-Q1
Increased
139,871
+41.1%
$4.6M0.0%$30.80
36
2024-Q4
Decreased
99,152
-45.7%
$3.1M0.0%$29.33
0
2024-Q3
Increased
182,638
+15.8%
$6.4M0.0%$32.19
31

Other major holders of SCHQ: ENVESTNET ASSET MANAGEMENT INC

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