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Schwab Strategic Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) 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

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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
2024-09-30 $228k 4.3k 53.50
2024-06-30 $217k 4.2k 51.62
2024-03-31 $221k 4.2k 52.16

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

Charles Schwab Investment Management
Charles Schwab Trust
Capasso Planning Partners
Jane Street
Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
WealthBridge Capital Management
Sightline Wealth Advisors
Advisor Group Holdings
Bank of America Corporation
Breakwater Investment Management
CWM
IFP Advisors
Creative Financial Designs

View all funds holding Schwab Strategic Tr