Schwab Strategic Tr us dividend eq shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 382k | 27.30 |
| 2025-06-30 | $9.1M | 342k | 26.50 |
| 2025-03-31 | $9.9M | 354k | 27.96 |
| 2024-12-31 | $9.7M | 354k | 27.32 |
| 2024-09-30 | $8.8M | 104k | 84.53 |
| 2024-06-30 | $7.7M | 99k | 77.76 |
| 2024-03-31 | $7.7M | 96k | 80.63 |
| 2023-12-31 | $7.4M | 97k | 76.13 |
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