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Schwab Strategic Tr us reit etf shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit 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 Strategic Tr us reit etf by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 745k 23.17
2024-06-30 $8.2M 411k 19.97
2024-03-31 $7.6M 376k 20.30
2023-09-30 $7.5M 425k 17.75
2023-06-30 $118M 6.0M 19.53
2023-03-31 $124M 6.3M 19.50
2022-12-31 $120M 6.2M 19.29
2022-09-30 $116M 6.2M 18.69
2022-06-30 $129M 6.1M 21.09
2022-03-31 $157M 6.3M 24.89
2021-12-31 $159M 3.0M 52.69
2021-09-30 $133M 2.9M 45.68
2021-06-30 $123M 2.7M 45.79
2021-03-31 $105M 2.5M 41.09
2020-12-31 $90M 2.4M 37.97
2020-09-30 $76M 2.2M 35.37
2020-06-30 $74M 2.1M 35.22
2020-03-31 $69M 2.1M 32.74
2019-12-31 $45M 968k 45.96
2019-09-30 $412M 8.7M 47.17
2019-06-30 $21M 461k 44.44
2019-03-31 $25M 561k 44.43
2018-12-31 $10M 259k 38.51
2018-09-30 $5.7M 137k 41.73
2018-06-30 $4.1M 99k 41.77
2018-03-31 $803k 21k 38.81
2017-12-31 $675k 16k 41.63
2017-09-30 $727k 18k 40.98
2017-06-30 $1.1M 26k 41.11
2017-03-31 $719k 18k 40.70
2016-12-31 $1.1M 26k 41.05
2016-09-30 $2.4M 56k 42.66
2016-06-30 $2.4M 55k 43.43
2016-03-31 $1.8M 44k 41.41
2015-12-31 $6.3M 160k 39.64
2015-09-30 $6.5M 174k 37.19
2015-06-30 $6.7M 184k 36.32
2015-03-31 $7.4M 182k 40.55
2014-12-31 $5.7M 147k 38.95
2014-09-30 $3.9M 116k 34.06
2014-06-30 $4.7M 134k 35.37
2014-03-31 $4.2M 128k 33.11
2013-12-31 $3.4M 112k 30.25
2013-09-30 $3.5M 114k 30.90
2013-06-30 $1.5M 48k 32.08

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 reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf