Envestnet Asset Management »

Schwab Strategic Tr us aggregate b shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $97M 2.0M 47.52
2024-06-30 $99M 2.2M 45.58
2024-03-31 $102M 2.2M 46.00
2023-09-30 $87M 2.0M 44.23
2023-06-30 $82M 1.8M 46.16
2023-03-31 $86M 1.8M 46.91
2022-12-31 $85M 1.9M 45.65
2022-09-30 $96M 2.1M 45.31
2022-06-30 $122M 2.6M 47.87
2022-03-31 $144M 2.9M 50.57
2021-12-31 $153M 2.8M 53.90
2021-09-30 $130M 2.4M 54.26
2021-06-30 $122M 2.2M 54.60
2021-03-31 $111M 2.1M 53.95
2020-12-31 $110M 2.0M 56.03
2020-09-30 $82M 1.5M 56.08
2020-06-30 $96M 1.7M 56.24
2020-03-31 $119M 2.2M 54.27
2019-12-31 $111M 2.1M 53.43
2019-09-30 $147M 2.7M 53.85
2019-06-30 $21M 389k 53.00
2019-03-31 $16M 314k 51.88
2018-12-31 $11M 215k 50.59
2018-09-30 $15M 298k 50.25
2018-06-30 $17M 328k 50.64
2018-03-31 $4.8M 96k 50.44
2017-12-31 $16M 300k 52.04
2017-09-30 $15M 281k 52.36
2017-06-30 $14M 272k 52.25
2017-03-31 $14M 268k 51.79
2016-12-31 $10M 193k 51.50
2016-09-30 $9.6M 179k 53.67
2016-06-30 $76M 1.4M 53.72
2016-03-31 $72M 1.4M 52.82
2015-12-31 $60M 1.2M 51.50
2015-09-30 $54M 1.0M 52.14
2015-06-30 $52M 1.0M 51.73
2015-03-31 $47M 880k 52.91
2014-12-31 $40M 767k 52.36
2014-09-30 $14M 269k 51.77
2014-06-30 $7.0M 135k 51.90
2014-03-31 $6.2M 120k 51.13
2013-12-31 $8.7M 173k 50.29
2013-09-30 $9.8M 193k 50.83
2013-06-30 $10M 206k 50.54

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 us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b