Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 2.7M shares of SCHA (SCHWAB STRATEGIC TR), worth $79.4M as of 2026-Q1. The position was decreased (-39.0% shares). SCHA represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$79.4M
Current Shares
2.7M
Total Value Change
+$12.7M
Total Shares Change
+1.3M
Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Empower Advisory Group, LLC
Decreased |
| 2.7M |
-39.0% |
| $79.4M |
| 0.2% |
| $30.18 |
0 |
| 2025-Q4 | Decreased | 4.4M | -3.1% | $130.9M | 0.2% | $28.73 | 0 |
| 2025-Q3 | Decreased | 4.5M | -2.2% | $127.3M | 0.2% | $27.74 | 0 |
| 2025-Q2 | Increased | 4.7M | +67.2% | $121.3M | 0.2% | $25.08 | 53 |
| 2025-Q1 | Decreased | 2.8M | -2.5% | $65.2M | 0.1% | $23.22 | 0 |
| 2024-Q4 | Increased | 2.9M | +103.0% | $73.8M | 0.1% | $25.50 | 57 |
| 2024-Q3 | Increased | 1.4M | +0.2% | $72.4M | 0.2% | $25.20 | 35 |
| 2024-Q2 | Decreased | 1.4M | -8.0% | $66.6M | 0.2% | $23.19 | 0 |