Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 302,089 shares of FNDX (SCHWAB STRATEGIC TR), worth $8.5M as of 2026-Q1. The position was decreased (-45.7% shares). FNDX represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$8.5M
Current Shares
302,089
Total Value Change
-$2.8M
Total Shares Change
+133,450
Other major holders of FNDX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 302,089 |
-45.7% |
| $8.5M |
| 0.0% |
| $28.70 |
0 |
| 2025-Q4 | Decreased | 556,683 | -12.3% | $15.5M | 0.0% | $27.41 | 0 |
| 2025-Q3 | Increased | 634,841 | +26.5% | $16.8M | 0.0% | $26.16 | 35 |
| 2025-Q2 | Increased | 501,777 | +0.4% | $12.6M | 0.0% | $24.24 | 28 |
| 2025-Q1 | Decreased | 499,713 | -15.6% | $11.8M | 0.0% | $23.08 | 0 |
| 2024-Q4 | Increased | 591,771 | +249.3% | $14M | 0.0% | $23.23 | 45 |
| 2024-Q3 | Increased | 169,424 | +0.5% | $12.2M | 0.0% | $23.32 | 28 |
| 2024-Q2 | Increased | 168,639 | +2.6% | $11.3M | 0.0% | $21.74 | 29 |