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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
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Schwab Strategic Tr long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us