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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
2025-09-30 $22M 868k 25.71
2025-06-30 $42M 1.8M 23.83
2025-03-31 $40M 1.9M 21.53
2024-12-31 $44M 1.9M 22.70
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)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
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 Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Schwab U S Broad Market ETF

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Strid
Evensky & Katz
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Bouchey Financial
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HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF