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SCHASCHA
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB US SMALL-CAP ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 2.8M shares of SCHA (SCHWAB US SMALL-CAP ETF), worth $97.4M as of 2026-Q2. The position was increased (+3.7% shares). SCHA represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$97.4M

Current Shares

2.8M

Total Value Change

+$24.9M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.8M
+3.7%
$97.4M0.2%$36.13
37
2026-Q1
Decreased
2.7M
-39.0%
$79.4M0.2%$30.18
0
2025-Q4
Decreased
4.4M
-3.1%
$130.9M0.2%$28.73
0
2025-Q3
Decreased
4.5M
-2.2%
$127.3M0.2%$27.74
0
2025-Q2
Increased
4.7M
+67.2%
$121.3M0.2%$25.08
53
2025-Q1
Decreased
2.8M
-2.5%
$65.2M0.1%$23.22
0
2024-Q4
Increased
2.9M
+103.0%
$73.8M0.1%$25.50
57
2024-Q3
Increased
1.4M
+0.2%
$72.4M0.2%$25.20
35

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Empower Advisory Group, LLC, BANK OF AMERICA CORP /DE/

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