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Schwab Strategic Tr 0 shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 0 by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 214k 52.01
2024-03-31 $2.0M 38k 52.16
2023-12-31 $1.6M 31k 52.20

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Management
Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Ing Investment Management
Lincoln National
Jasper Ridge Partners
Alliancebernstein
HPM Partners
Nepc
Central Trust & Investment
Goldman Sachs Group
ARGI Investment Services
Elm Partners Management
Us Bancorp

View all funds holding Schwab Strategic Tr 0