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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

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Quarterly 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