Schwab U S Large Cap Growth ETF shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Schwab U S Large Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Large Cap Growth ETF held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 1.8M | 31.91 |
| 2025-06-30 | $47M | 1.6M | 29.21 |
| 2025-03-31 | $45M | 1.8M | 25.04 |
| 2024-12-31 | $77M | 2.8M | 27.87 |
| 2024-09-30 | $71M | 682k | 104.18 |
| 2024-06-30 | $72M | 711k | 100.84 |
| 2024-03-31 | $66M | 712k | 92.72 |
| 2023-12-31 | $44M | 528k | 82.96 |
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