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Schwab U S Broad Market ETF shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 676k 66.52
2024-06-30 $45M 717k 62.87
2024-03-31 $55M 893k 61.05
2023-09-30 $64M 1.3M 49.85
2023-06-30 $85M 1.6M 51.70
2023-03-31 $79M 1.7M 47.85
2022-12-31 $78M 1.7M 44.81
2022-09-30 $78M 1.8M 41.99
2022-06-30 $84M 1.9M 44.19
2022-03-31 $102M 1.9M 53.39
2021-12-31 $108M 956k 113.01
2021-09-30 $100M 963k 103.86
2021-06-30 $99M 946k 104.27
2021-03-31 $40M 418k 96.71
2020-12-31 $47M 519k 90.99
2020-09-30 $36M 454k 79.64
2020-06-30 $32M 441k 73.47
2020-03-31 $33M 551k 60.43
2019-12-31 $42M 549k 76.88
2019-09-30 $38M 537k 71.02
2019-06-30 $32M 453k 70.53
2019-03-31 $28M 413k 68.05
2018-12-31 $25M 409k 59.93
2018-09-30 $28M 396k 70.39
2016-09-30 $20M 384k 52.32
2016-06-30 $20M 396k 50.30
2016-03-31 $21M 429k 49.28
2015-12-31 $26M 527k 49.04
2015-09-30 $27M 574k 46.38
2015-06-30 $33M 653k 50.23
2015-03-31 $37M 727k 50.48
2014-12-31 $49M 978k 49.82
2014-09-30 $52M 1.1M 47.55
2014-06-30 $66M 1.4M 47.72
2014-03-31 $76M 1.7M 45.71
2013-12-31 $76M 1.7M 45.01
2013-09-30 $56M 1.4M 41.09
2013-06-30 $45M 1.1M 38.91

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Schwab U S Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF