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Schwab Strategic Tr cmn shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $486M 17M 29.11
2025-06-30 $447M 16M 27.67
2025-03-31 $438M 17M 26.58
2024-12-31 $415M 16M 26.07
2024-09-30 $390M 4.9M 80.37
2024-06-30 $298M 4.0M 74.08
2024-03-31 $277M 3.6M 75.98
2023-09-30 $246M 3.8M 64.46
2023-06-30 $237M 3.5M 67.09
2023-03-31 $204M 3.1M 65.58
2022-12-31 $191M 2.9M 66.02
2022-09-30 $161M 2.8M 58.51
2022-06-30 $158M 2.5M 62.42
2022-03-31 $155M 2.2M 71.39
2021-12-31 $138M 1.9M 73.22
2021-09-30 $125M 1.9M 67.48
2021-06-30 $140M 2.1M 68.37
2021-03-31 $79M 1.2M 65.28
2020-12-31 $51M 853k 59.53
2020-09-30 $42M 796k 52.19
2020-06-30 $36M 720k 50.11
2020-03-31 $27M 615k 44.27
2019-12-31 $31M 518k 60.12
2019-09-30 $1.1B 20M 56.73
2019-06-30 $26M 456k 56.14
2019-03-31 $23M 427k 54.74
2018-12-31 $28M 564k 49.29
2018-09-30 $18M 324k 56.08
2016-09-30 $5.4M 119k 45.56
2016-06-30 $6.2M 138k 44.79
2016-03-31 $6.6M 153k 43.20
2015-12-31 $8.3M 196k 42.44
2015-09-30 $8.6M 215k 39.82
2015-06-30 $11M 250k 43.03
2015-03-31 $11M 248k 43.27
2014-12-31 $11M 243k 44.10
2014-09-30 $6.9M 163k 42.64
2014-06-30 $7.1M 165k 42.83
2014-03-31 $7.1M 174k 41.21
2013-12-31 $9.1M 224k 40.73
2013-09-30 $9.9M 265k 37.30
2013-06-30 $8.5M 236k 36.20

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn