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Schwab Strategic Tr us dividend eq shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $538M 6.4M 84.53
2024-06-30 $470M 6.0M 77.76
2024-03-31 $492M 6.1M 80.63
2023-09-30 $409M 5.8M 70.76
2023-06-30 $409M 5.6M 72.62
2023-03-31 $387M 5.3M 73.16
2022-12-31 $396M 5.2M 75.54
2022-09-30 $300M 4.5M 66.43
2022-06-30 $298M 4.2M 71.63
2022-03-31 $327M 4.1M 78.89
2021-12-31 $267M 3.3M 80.83
2021-09-30 $229M 3.1M 74.24
2021-06-30 $233M 3.1M 75.62
2021-03-31 $203M 2.8M 72.92
2020-12-31 $115M 1.8M 64.14
2020-09-30 $86M 1.6M 55.30
2020-06-30 $76M 1.5M 51.75
2020-03-31 $68M 1.5M 44.98
2019-12-31 $81M 1.4M 57.92
2019-09-30 $73M 1.3M 54.78
2019-06-30 $72M 1.4M 53.07
2019-03-31 $67M 1.3M 52.28
2018-12-31 $49M 1.0M 46.97
2018-09-30 $41M 769k 53.00
2018-06-30 $20M 407k 49.29
2018-03-31 $11M 235k 47.64
2017-12-31 $18M 346k 51.17
2017-09-30 $16M 334k 46.80
2017-06-30 $15M 334k 45.10
2017-03-31 $16M 363k 44.58
2016-12-31 $10M 235k 43.57
2016-09-30 $8.2M 195k 42.31
2016-06-30 $8.5M 204k 41.44
2016-03-31 $8.6M 213k 40.09
2015-12-31 $8.9M 230k 38.56
2015-09-30 $8.4M 233k 35.95
2015-06-30 $9.1M 237k 38.29
2015-03-31 $9.3M 237k 39.41
2014-12-31 $18M 450k 39.85
2014-09-30 $15M 382k 38.56
2014-06-30 $14M 375k 38.27
2014-03-31 $492k 13k 36.82
2013-12-31 $192k 5.2k 36.69

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 Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq