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Schwab Strategic Tr intrm trm shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 43k 50.60
2024-06-30 $2.3M 48k 48.77
2024-03-31 $1.7M 36k 49.05
2023-12-31 $6.4M 128k 49.72

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 intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm