Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 5M shares of SCHD (SCHWAB STRATEGIC TR), worth $150.9M as of 2026-Q1. The position was decreased (-35.3% shares). SCHD represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$150.9M
Current Shares
5M
Total Value Change
-$123.4M
Total Shares Change
+1.5M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Decreased |
| 5M |
-35.3% |
| $150.9M |
| 0.3% |
| $31.59 |
0 |
| 2025-Q4 | Decreased | 7.7M | -33.5% | $216.1M | 0.3% | $27.63 | 0 |
| 2025-Q3 | Decreased | 11.6M | -4.1% | $315.8M | 0.5% | $26.83 | 0 |
| 2025-Q2 | Increased | 12.1M | +3.5% | $330M | 0.5% | $25.87 | 45 |
| 2025-Q1 | Increased | 11.7M | +1.6% | $325.9M | 0.6% | $26.78 | 44 |
| 2024-Q4 | Increased | 11.5M | +216.1% | $313.4M | 0.6% | $26.20 | 70 |
| 2024-Q3 | Increased | 3.6M | +2.9% | $306.8M | 0.7% | $26.78 | 45 |
| 2024-Q2 | Increased | 3.5M | +4.5% | $274.3M | 0.7% | $24.49 | 45 |