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Schwab Strategic Tr 1 5yr corp bd shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Schwab Strategic Tr 1 5yr corp bd

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $530k 22k 24.66

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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View all positions for Envestnet Portfolio Solutions

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Envestnet Asset Management
Hamrick Investment Counsel
Hartline Investment Corporation
The Allstate Corporation
Cetera Investment Advisers
Columbus Macro
White Wing Wealth Management
Sightline Wealth Advisors
LPL Financial
Cape Investment Advisory
SlateStone Wealth
Bank of America Corporation
Meridian Wealth Management
Mml Investors Services
FF Advisors

View all funds holding Schwab Strategic Tr 1 5yr corp bd