Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 18.5M shares of FNDF (SCHWAB STRATEGIC TR), worth $855.8M as of 2025-Q4. The position was increased (++3.5% shares). FNDF represents 1.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$855.8M
Current Shares
18.5M
Total Value Change
+$301.4M
Total Shares Change
+2.6M
Other major holders of FNDF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 18.5M |
+3.5% |
| $855.8M |
| 1.2% |
| $45.47 |
52 |
| 2025-Q3 | Increased | 17.8M | +5.3% | $775.3M | 1.2% | $41.68 | 53 |
| 2025-Q2 | Increased | 16.9M | +4.7% | $685.3M | 1.1% | $38.82 | 52 |
| 2025-Q1 | Decreased | 16.2M | -10.0% | $583.9M | 1.1% | $35.19 | 0 |
| 2024-Q4 | Increased | 18M | +7.8% | $596.2M | 1.1% | $32.02 | 54 |
| 2024-Q3 | Increased | 16.7M | +5.3% | $622.4M | 1.3% | $35.20 | 52 |
| 2024-Q2 | Increased | 15.8M | +5.5% | $554.3M | 1.3% | $32.85 | 52 |