Envestnet Asset Management
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Envestnet Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Envestnet Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.8M Buy
867,741
+502,001
+137% +$13.2M 0.01% 1300
2025
Q4 		$9.59M Sell
365,740
-502,394
-58% -$13.1M ﹤0.01% 1720
2025
Q3 		$22.3M Sell
868,134
-901,208
-51% -$22.3M 0.01% 1204
2025
Q2 		$42.2M Sell
1,769,342
-94,445
-5% -$2.08M 0.01% 824
2025
Q1 		$40.1M Sell
1,863,787
-63,595
-3% -$1.45M 0.01% 803
2024
Q4 		$43.8M Sell
1,927,382
-100,411
-5% -$2.29M 0.01% 779
2024
Q3 		$45M Sell
2,027,793
-123,963
-6% -$2.65M 0.01% 772
2024
Q2 		$45.1M Sell
2,151,756
-527,424
-20% -$10.7M 0.02% 711
2024
Q1 		$54.5M Sell
2,679,180
-817,137
-23% -$15.8M 0.02% 632
2023
Q4 		$64.9M Sell
3,496,317
-381,561
-10% -$6.59M 0.03% 515
2023
Q3 		$64.4M Sell
3,877,878
-1,028,721
-21% -$17.8M 0.03% 488
2023
Q2 		$84.6M Sell
4,906,599
-68,502
-1% -$1.12M 0.04% 387
2023
Q1 		$79.4M Sell
4,975,101
-267,609
-5% -$4.18M 0.04% 378
2022
Q4 		$78.3M Sell
5,242,710
-297,294
-5% -$4.47M 0.04% 367
2022
Q3 		$77.5M Sell
5,540,004
-171,753
-3% -$2.67M 0.04% 341
2022
Q2 		$84.1M Sell
5,711,757
-23,964
-0.4% -$385K 0.05% 319
2022
Q1 		$102M Buy
5,735,721
+1,719
+0% +$30.2K 0.05% 309
2021
Q4 		$108M Sell
5,734,002
-45,600
-0.8% -$839K 0.05% 301
2021
Q3 		$100M Buy
5,779,602
+104,118
+2% +$1.85M 0.05% 291
2021
Q2 		$98.6M Buy
5,675,484
+3,168,924
+126% +$53.6M 0.06% 283
2021
Q1 		$40.4M Sell
2,506,560
-608,982
-20% -$9.6M 0.03% 468
2020
Q4 		$47.2M Buy
3,115,542
+389,424
+14% +$5.55M 0.04% 364
2020
Q3 		$36.2M Buy
2,726,118
+78,222
+3% +$1.03M 0.03% 381
2020
Q2 		$32.4M Sell
2,647,896
-656,406
-20% -$7.57M 0.03% 381
2020
Q1 		$33.3M Buy
3,304,302
+9,270
+0.3% +$112K 0.04% 315
2019
Q4 		$42.2M Buy
3,295,032
+73,452
+2% +$901K 0.04% 303
2019
Q3 		$38.1M Buy
3,221,580
+502,002
+18% +$5.93M 0.04% 314
2019
Q2 		$32M Buy
2,719,578
+244,290
+10% +$2.82M 0.04% 327
2019
Q1 		$28.1M Buy
2,475,288
+22,116
+0.9% +$241K 0.04% 343
2018
Q4 		$24.5M Buy
2,453,172
+78,366
+3% +$847K 0.04% 316
2018
Q3 		$27.9M Buy
+2,374,806
New +$27.4M 0.05% 142
2016
Q4 		– Sell
-2,301,234
Closed -$20.1M – 3284
2016
Q3 		$20.1M Sell
2,301,234
-73,056
-3% -$634K 0.08% 194
2016
Q2 		$19.9M Sell
2,374,290
-198,348
-8% -$1.65M 0.08% 216
2016
Q1 		$21.1M Sell
2,572,638
-591,870
-19% -$4.6M 0.09% 194
2015
Q4 		$25.9M Sell
3,164,508
-279,966
-8% -$2.31M 0.12% 162
2015
Q3 		$26.6M Sell
3,444,474
-471,816
-12% -$3.88M 0.13% 135
2015
Q2 		$32.8M Sell
3,916,290
-446,730
-10% -$3.82M 0.16% 133
2015
Q1 		$36.7M Sell
4,363,020
-1,504,584
-26% -$12.6M 0.19% 114
2014
Q4 		$48.7M Sell
5,867,604
-650,412
-10% -$5.27M 0.5% 58
2014
Q3 		$51.7M Sell
6,518,016
-1,713,456
-21% -$13.7M 0.52% 50
2014
Q2 		$65.5M Sell
8,231,472
-1,749,522
-18% -$13.5M 0.68% 39
2014
Q1 		$76M Sell
9,980,994
-200,736
-2% -$1.5M 0.84% 34
2013
Q4 		$76.4M Buy
10,181,730
+2,001,642
+24% +$14.4M 0.88% 34
2013
Q3 		$56M Buy
8,180,088
+1,288,842
+19% +$8.76M 0.68% 45
2013
Q2 		$44.7M Buy
+6,891,246
New +$44.7M 0.58% 56

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management's SCHB Position: Q1 2026 in Review

Envestnet Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 137% in Q1 2026, buying an estimated $13.2M and bringing the position to 867,741 shares worth $21.8M. The position accounts for 0.01% of the portfolio, ranked #1300.

Envestnet Asset Management first reported a position in SCHB in Q2 2013 and has held it in 45 quarters since. The position peaked at $108M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Envestnet Asset Management held 867,741 shares of Schwab US Broad Market ETF worth $21.8M as of Q1 2026.
  • Envestnet Asset Management bought 502,001 Schwab US Broad Market ETF shares in Q1 2026, an estimated $13.2M.
  • Schwab US Broad Market ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1300 holding.
  • Envestnet Asset Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 45 quarters since.
  • Envestnet Asset Management's Schwab US Broad Market ETF position peaked at $108M in Q4 2021.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.