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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $54M 964k 55.97
2023-06-30 $47M 822k 57.57
2023-03-31 $50M 901k 54.92
2022-12-31 $42M 787k 53.44
2022-09-30 $28M 591k 47.76
2022-06-30 $32M 618k 50.90
2022-03-31 $976M 17M 58.50
2021-12-31 $368M 6.3M 58.61
2021-09-30 $12M 219k 53.95
2021-06-30 $10M 188k 54.72
2021-03-31 $8.1M 156k 51.67
2020-12-31 $3.9M 86k 45.29
2020-09-30 $2.5M 66k 38.73
2020-06-30 $1.9M 51k 36.84
2020-03-31 $2.3M 73k 31.32
2019-12-31 $2.8M 65k 42.67
2019-09-30 $2.4M 62k 39.55
2019-06-30 $2.3M 58k 39.11
2019-03-31 $2.0M 53k 37.95
2018-12-31 $1.5M 45k 33.98
2018-09-30 $581k 15k 39.69
2018-06-30 $200k 5.4k 37.21
2018-03-31 $106k 2.9k 36.35
2017-12-31 $45k 1.2k 37.75
2017-09-30 $128k 3.6k 35.29
2017-06-30 $214k 6.4k 33.70
2017-03-31 $797k 24k 33.75
2016-12-31 $962k 30k 32.60
2016-09-30 $50k 1.6k 31.02
2016-06-30 $38k 1.3k 30.35
2015-12-31 $196k 6.8k 28.66

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg