Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$8.19M Sell
282,657
-4,024
-1% -$113K 0.04% 254
2026
Q1 		$7.2M Sell
286,681
-7,660
-3% -$201K 0.04% 233
2025
Q4 		$7.72M Sell
294,341
-2,966
-1% -$77.2K 0.03% 295
2025
Q3 		$7.64M Sell
297,307
-72,128
-20% -$1.79M 0.03% 271
2025
Q2 		$8.8M Sell
369,435
-126,429
-25% -$2.78M 0.03% 251
2025
Q1 		$10.7M Sell
495,864
-39,691
-7% -$903K 0.04% 220
2024
Q4 		$12.2M Sell
535,555
-28,124
-5% -$642K 0.04% 216
2024
Q3 		$12.5M Sell
563,679
-27,309
-5% -$583K 0.04% 214
2024
Q2 		$12.4M Sell
590,988
-51,090
-8% -$1.04M 0.04% 201
2024
Q1 		$13.1M Sell
642,078
-10,380
-2% -$201K 0.05% 190
2023
Q4 		$12.1M Sell
652,458
-35,307
-5% -$610K 0.05% 185
2023
Q3 		$11.4M Buy
+687,765
New +$11.9M 0.05% 168

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Portfolio Solutions's SCHB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2026, selling an estimated $113K and leaving 282,657 shares worth $8.19M. The position accounts for 0.04% of the portfolio, ranked #254.

Envestnet Portfolio Solutions first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q1 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Envestnet Portfolio Solutions held 282,657 shares of Schwab US Broad Market ETF worth $8.19M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 4,024 Schwab US Broad Market ETF shares in Q2 2026, an estimated $113K.
  • Schwab US Broad Market ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #254 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab US Broad Market ETF position peaked at $13.1M in Q1 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.