Schwab U S Broad Market ETF shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 297k | 25.71 |
| 2025-06-30 | $8.8M | 369k | 23.83 |
| 2025-03-31 | $11M | 496k | 21.53 |
| 2024-12-31 | $12M | 536k | 22.70 |
| 2024-09-30 | $13M | 188k | 66.52 |
| 2024-06-30 | $12M | 197k | 62.87 |
| 2024-03-31 | $13M | 214k | 61.05 |
| 2023-12-31 | $12M | 218k | 55.67 |
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