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Schwab Strategic Tr sht tm us tres shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $135M 2.8M 48.98
2024-06-30 $154M 3.2M 48.13
2024-03-31 $145M 3.0M 48.21
2023-09-30 $143M 3.0M 47.89
2023-06-30 $154M 3.2M 48.06
2023-03-31 $140M 2.9M 48.79
2022-12-31 $117M 2.4M 48.24
2022-09-30 $86M 1.8M 48.26
2022-06-30 $90M 1.8M 49.19
2022-03-31 $81M 1.6M 49.54
2021-12-31 $87M 1.7M 50.85
2021-09-30 $95M 1.9M 51.19
2021-06-30 $98M 1.9M 51.22
2021-03-31 $80M 1.6M 51.31
2020-12-31 $77M 1.5M 51.39
2020-09-30 $68M 1.3M 51.50
2020-06-30 $90M 1.7M 51.63
2020-03-31 $130M 2.5M 51.73
2019-12-31 $71M 1.4M 50.48
2019-09-30 $94M 1.9M 50.59
2019-06-30 $37M 735k 50.59
2019-03-31 $72M 1.4M 50.19
2018-12-31 $91M 1.8M 49.91
2018-09-30 $7.7M 155k 49.57
2016-09-30 $584k 12k 50.78
2016-06-30 $874k 17k 50.96
2016-03-31 $1.4M 27k 50.79
2015-12-31 $2.1M 41k 50.44
2015-09-30 $3.2M 62k 50.79
2015-06-30 $3.4M 67k 50.72
2015-03-31 $2.8M 55k 50.74
2014-12-31 $2.5M 50k 50.58
2014-09-30 $4.0k 77 51.95

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 sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres