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Schwab Strategic Tr us lrg cap etf shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $368M 7.3M 50.60
2023-06-30 $404M 7.7M 52.37
2023-03-31 $839M 17M 48.37
2022-12-31 $799M 18M 45.15
2022-09-30 $765M 18M 42.35
2022-06-30 $632M 14M 44.66
2022-03-31 $667M 12M 53.85
2021-12-31 $619M 5.4M 113.82
2021-09-30 $431M 4.1M 104.03
2021-06-30 $371M 3.6M 103.97
2021-03-31 $285M 3.0M 96.03
2020-12-31 $172M 1.9M 90.95
2020-09-30 $111M 1.4M 80.63
2020-06-30 $67M 897k 74.10
2020-03-31 $62M 1.0M 61.25
2019-12-31 $76M 987k 76.81
2019-09-30 $58M 818k 70.93
2019-06-30 $56M 801k 70.19
2019-03-31 $51M 757k 67.61
2018-12-31 $43M 727k 59.70
2018-09-30 $44M 638k 69.56
2016-09-30 $33M 642k 51.62
2016-06-30 $30M 602k 49.77
2016-03-31 $27M 555k 48.84
2015-12-31 $19M 394k 48.57
2015-09-30 $12M 267k 45.76
2015-06-30 $9.8M 198k 49.31
2015-03-31 $7.7M 156k 49.57
2014-12-31 $4.1M 84k 49.05
2014-09-30 $884k 19k 46.99
2014-06-30 $12k 263 45.63
2014-03-31 $0 0 0.00
2013-12-31 $797k 18k 44.06
2013-09-30 $2.6M 64k 40.21
2013-06-30 $4.0k 113 35.40

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 us lrg cap etf

Charles Schwab Investment Advisory
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UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf