Schwab Strategic Tr cmn shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 1.1M | 29.11 |
| 2025-06-30 | $31M | 1.1M | 27.67 |
| 2025-03-31 | $28M | 1.0M | 26.58 |
| 2024-12-31 | $26M | 1000k | 26.07 |
| 2024-09-30 | $23M | 285k | 80.37 |
| 2024-06-30 | $19M | 253k | 74.08 |
| 2024-03-31 | $18M | 234k | 75.98 |
| 2023-12-31 | $7.4M | 106k | 70.10 |
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