Envestnet Asset Management
SCHX icon

Envestnet Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Envestnet Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107M Buy
4,161,626
+2,311,536
+125% +$62M 0.03% 510
2025
Q4 		$49.8M Sell
1,850,090
-2,269,538
-55% -$60.6M 0.01% 749
2025
Q3 		$109M Sell
4,119,628
-9,243,500
-69% -$235M 0.03% 480
2025
Q2 		$327M Buy
13,363,128
+136,774
+1% +$3.09M 0.1% 195
2025
Q1 		$292M Sell
13,226,354
-1,464,521
-10% -$34.1M 0.09% 199
2024
Q4 		$341M Sell
14,690,875
-795,455
-5% -$18.5M 0.11% 168
2024
Q3 		$350M Sell
15,486,330
-996,990
-6% -$21.7M 0.11% 162
2024
Q2 		$353M Sell
16,483,320
-1,081,593
-6% -$22.4M 0.12% 152
2024
Q1 		$363M Sell
17,564,913
-1,752,834
-9% -$34.5M 0.14% 141
2023
Q4 		$363M Sell
19,317,747
-2,504,910
-11% -$44M 0.15% 123
2023
Q3 		$368M Sell
21,822,657
-1,295,187
-6% -$22.7M 0.17% 111
2023
Q2 		$404M Sell
23,117,844
-28,902,999
-56% -$477M 0.18% 97
2023
Q1 		$839M Sell
52,020,843
-1,053,432
-2% -$16.6M 0.4% 42
2022
Q4 		$799M Sell
53,074,275
-1,142,910
-2% -$17.3M 0.41% 43
2022
Q3 		$765M Buy
54,217,185
+11,797,512
+28% +$185M 0.44% 38
2022
Q2 		$631M Buy
42,419,673
+5,283,255
+14% +$85.6M 0.35% 49
2022
Q1 		$667M Buy
37,136,418
+4,519,014
+14% +$80M 0.34% 51
2021
Q4 		$619M Buy
32,617,404
+7,786,764
+31% +$144M 0.31% 61
2021
Q3 		$431M Buy
24,830,640
+3,439,980
+16% +$61.3M 0.24% 75
2021
Q2 		$371M Buy
21,390,660
+3,570,144
+20% +$60.2M 0.21% 88
2021
Q1 		$285M Buy
17,820,516
+6,486,432
+57% +$102M 0.19% 100
2020
Q4 		$172M Buy
11,334,084
+3,054,924
+37% +$43.7M 0.13% 125
2020
Q3 		$111M Buy
8,279,160
+2,895,858
+54% +$38.5M 0.1% 164
2020
Q2 		$66.5M Sell
5,383,302
-651,834
-11% -$7.6M 0.07% 236
2020
Q1 		$61.6M Buy
6,035,136
+116,040
+2% +$1.41M 0.07% 209
2019
Q4 		$75.8M Buy
5,919,096
+1,008,594
+21% +$12.4M 0.08% 189
2019
Q3 		$58M Buy
4,910,502
+107,274
+2% +$1.26M 0.06% 232
2019
Q2 		$56.2M Buy
4,803,228
+262,596
+6% +$3.02M 0.07% 207
2019
Q1 		$51.2M Buy
4,540,632
+180,780
+4% +$1.96M 0.07% 205
2018
Q4 		$43.4M Buy
4,359,852
+533,382
+14% +$5.72M 0.07% 203
2018
Q3 		$44.4M Buy
+3,826,470
New +$43.5M 0.08% 113
2016
Q4 		– Sell
-3,854,424
Closed -$33.2M – 3292
2016
Q3 		$33.2M Buy
3,854,424
+240,216
+7% +$2.06M 0.13% 124
2016
Q2 		$30M Buy
3,614,208
+284,070
+9% +$2.34M 0.12% 143
2016
Q1 		$27.1M Buy
3,330,138
+964,416
+41% +$7.44M 0.12% 155
2015
Q4 		$19.2M Buy
2,365,722
+765,474
+48% +$6.24M 0.09% 211
2015
Q3 		$12.2M Buy
1,600,248
+411,204
+35% +$3.33M 0.06% 275
2015
Q2 		$9.77M Buy
1,189,044
+253,932
+27% +$2.13M 0.05% 385
2015
Q1 		$7.73M Buy
935,112
+429,684
+85% +$3.54M 0.04% 438
2014
Q4 		$4.13M Buy
505,428
+392,544
+348% +$3.14M 0.04% 246
2014
Q3 		$884K Buy
112,884
+111,306
+7,054% +$877K 0.01% 606
2014
Q2 		$12K Buy
+1,578
New +$12K ﹤0.01% 1959
2014
Q1 		– Sell
-108,540
Closed -$795K – 2630
2013
Q4 		$797K Sell
108,540
-275,496
-72% -$1.94M 0.01% 503
2013
Q3 		$2.57M Buy
384,036
+383,358
+56,542% +$2.56M 0.03% 262
2013
Q2 		$4K Buy
+678
New +$4.34K ﹤0.01% 1950

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Envestnet Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 125% in Q1 2026, buying an estimated $62M and bringing the position to 4,161,626 shares worth $107M. The position accounts for 0.03% of the portfolio, ranked #510.

Envestnet Asset Management first reported a position in SCHX in Q2 2013 and has held it in 44 quarters since. The position peaked at $839M in Q1 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Envestnet Asset Management held 4,161,626 shares of Schwab US Large- Cap ETF worth $107M as of Q1 2026.
  • Envestnet Asset Management bought 2,311,536 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $62M.
  • Schwab US Large- Cap ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #510 holding.
  • Envestnet Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 44 quarters since.
  • Envestnet Asset Management's Schwab US Large- Cap ETF position peaked at $839M in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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