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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
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

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
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 Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

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
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn