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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

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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
2024-03-31 $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