Schwab Strategic Tr shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 428k | 25.61 |
| 2025-06-30 | $8.1M | 320k | 25.18 |
| 2025-03-31 | $5.6M | 221k | 25.37 |
| 2024-12-31 | $3.2M | 126k | 25.68 |
| 2024-09-30 | $2.3M | 44k | 52.53 |
| 2024-06-30 | $2.0M | 39k | 51.40 |
| 2024-03-31 | $1.7M | 33k | 52.05 |
| 2023-09-30 | $1.4M | 29k | 49.58 |
| 2023-06-30 | $1.5M | 29k | 51.83 |
| 2023-03-31 | $1.5M | 29k | 52.37 |
| 2022-12-31 | $1.5M | 29k | 51.30 |
More positions owned by Envestnet Asset Management
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