Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 178,366 shares of SCHC (SCHWAB STRATEGIC TR), worth $7.5M as of 2026-Q1. The position was decreased (-31.9% shares). SCHC represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$7.5M
Current Shares
178,366
Total Value Change
-$13.7M
Total Shares Change
-417,879
Other major holders of SCHC: Corient Private Wealth LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.
Decreased |
| 178,366 |
-31.9% |
| $7.5M |
| 0.0% |
| $49.02 |
0 |
| 2025-Q4 | Decreased | 261,813 | -0.9% | $12.2M | 0.0% | $45.74 | 0 |
| 2025-Q3 | Decreased | 264,121 | -1.1% | $12.1M | 0.0% | $43.77 | 0 |
| 2025-Q2 | Decreased | 267,033 | -12.2% | $11.4M | 0.0% | $40.83 | 0 |
| 2025-Q1 | Decreased | 303,956 | -46.6% | $10.9M | 0.0% | $34.85 | 0 |
| 2024-Q4 | Decreased | 569,276 | -2.7% | $19.5M | 0.0% | $32.97 | 0 |
| 2024-Q3 | Decreased | 585,226 | -1.9% | $22.5M | 0.0% | $36.03 | 0 |
| 2024-Q2 | Decreased | 596,245 | -11.0% | $21.2M | 0.1% | $33.19 | 0 |