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Schwab Strategic Tr 0 shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr 0

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All positions including Schwab Strategic Tr 0 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 0 by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $70M 1.3M 53.63
2024-06-30 $76M 1.5M 52.01
2024-03-31 $61M 1.2M 52.16
2023-09-30 $58M 1.2M 50.49
2023-06-30 $50M 959k 52.43
2023-03-31 $50M 939k 53.61
2022-12-31 $53M 1.0M 51.79
2022-09-30 $82M 1.6M 51.80
2022-06-30 $104M 1.9M 55.80
2022-03-31 $111M 1.8M 60.71
2021-12-31 $125M 2.0M 62.89
2021-09-30 $109M 1.7M 62.58
2021-06-30 $98M 1.6M 62.51
2021-03-31 $105M 1.7M 61.16
2020-12-31 $81M 1.3M 62.08
2020-09-30 $66M 1.1M 61.63
2020-06-30 $50M 830k 60.02
2020-03-31 $74M 1.3M 57.51
2019-12-31 $168M 3.0M 56.63
2019-09-30 $152M 2.7M 56.76
2019-06-30 $144M 2.5M 56.31
2019-03-31 $141M 2.6M 55.00
2018-12-31 $178M 3.3M 53.25
2018-09-30 $170M 3.2M 53.96
2016-09-30 $72M 1.3M 57.08
2016-06-30 $131M 2.3M 56.48
2016-03-31 $117M 2.1M 55.53
2015-12-31 $81M 1.5M 53.13
2015-09-30 $73M 1.4M 53.67
2015-06-30 $66M 1.2M 54.21
2015-03-31 $58M 1.1M 54.92
2014-12-31 $48M 892k 54.24
2014-09-30 $17M 318k 54.18
2014-06-30 $9.6M 172k 55.70
2014-03-31 $4.0M 74k 53.95
2013-12-31 $92k 1.7k 52.72
2013-09-30 $70k 1.3k 53.76
2013-06-30 $3.6M 66k 53.81

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 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0