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Schwab Strategic Tr long term us shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 long term us by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 183k 34.99
2024-06-30 $5.2M 158k 32.81
2024-03-31 $7.9M 235k 33.73
2023-12-31 $7.3M 207k 35.08

More positions owned by Envestnet Portfolio Solutions

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

View all positions for Envestnet Portfolio Solutions

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
Mml Investors Services
Ambassador Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
LPL Financial
Werba Rubin Papier Wealth Management
Principal Securities
Envestnet Portfolio Solutions
Royal Bank of Canada
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us