Envestnet Asset Management »

Schwab Strategic Tr intrm trm shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $52M 1.1M 47.94
2023-06-30 $39M 787k 49.28
2023-03-31 $37M 731k 50.43
2022-12-31 $31M 631k 49.23
2022-09-30 $45M 906k 49.14
2022-06-30 $43M 824k 51.60
2022-03-31 $36M 684k 53.25
2021-12-31 $26M 463k 56.14
2021-09-30 $22M 391k 56.71
2021-06-30 $22M 384k 56.87
2021-03-31 $20M 350k 56.41
2020-12-31 $14M 237k 58.22
2020-09-30 $12M 205k 58.68
2020-06-30 $11M 182k 58.78
2020-03-31 $5.8M 99k 58.78
2019-12-31 $818k 15k 54.93
2019-09-30 $60M 1.1M 55.56
2019-06-30 $52M 941k 54.96
2019-03-31 $53M 978k 53.78
2018-12-31 $33M 628k 52.95
2018-09-30 $14M 278k 51.79
2017-12-31 $1.7M 32k 53.31
2017-09-30 $1.4M 26k 53.93
2017-06-30 $1.3M 24k 53.97
2017-03-31 $1.3M 23k 53.62
2016-12-31 $319k 6.0k 53.55
2016-09-30 $452k 8.1k 55.60
2016-03-31 $590k 11k 55.21
2015-12-31 $902k 17k 53.60
2015-06-30 $470k 8.8k 53.59
2014-12-31 $271k 5.1k 53.52
2014-09-30 $409k 7.7k 52.89
2014-06-30 $441k 8.3k 53.20
2014-03-31 $428k 8.2k 52.50
2013-12-31 $231k 4.4k 52.18
2013-09-30 $4.0k 79 50.63
2013-06-30 $4.0k 79 50.63

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm