Charles Schwab Corporation shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 101k | 95.47 |
| 2025-06-30 | $9.3M | 102k | 91.24 |
| 2025-03-31 | $11M | 141k | 78.28 |
| 2024-12-31 | $12M | 164k | 74.01 |
| 2024-09-30 | $7.6M | 117k | 64.81 |
| 2024-06-30 | $8.4M | 114k | 73.69 |
| 2024-03-31 | $11M | 151k | 72.34 |
| 2023-12-31 | $8.9M | 130k | 68.80 |
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