Schwab Strategic Tr shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 17k | 27.94 |
| 2025-06-30 | $409k | 15k | 27.35 |
| 2025-03-31 | $296k | 12k | 25.38 |
| 2024-12-31 | $14M | 607k | 23.12 |
| 2024-09-30 | $8.6M | 328k | 26.17 |
| 2024-06-30 | $7.4M | 312k | 23.57 |
| 2024-03-31 | $7.3M | 301k | 24.26 |
| 2023-09-30 | $819k | 36k | 23.00 |
| 2023-06-30 | $762k | 32k | 23.94 |
| 2023-03-31 | $620k | 26k | 23.63 |
| 2022-12-31 | $1.8M | 83k | 22.42 |
| 2022-06-30 | $1.8M | 80k | 22.49 |
| 2022-03-31 | $2.3M | 90k | 25.68 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management