Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 14.6M shares of FNDF (SCHWAB STRATEGIC TR), worth $707.7M as of 2026-Q1. The position was decreased (-20.9% shares). FNDF represents 1.4% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$707.7M
Current Shares
14.6M
Total Value Change
+$153.4M
Total Shares Change
-1.2M
Other major holders of FNDF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 14.6M |
-20.9% |
| $707.7M |
| 1.4% |
| $49.84 |
0 |
| 2025-Q4 | 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 |