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SCHD
Showing 8 of 21 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5M
-35.3%
$150.9M0.3%$31.59
0
2025-Q4
Decreased
7.7M
-33.5%
$216.1M0.3%$27.63
0
2025-Q3
Decreased
11.6M
-4.1%
$315.8M0.5%$26.83
0
2025-Q2
Increased
12.1M
+3.5%
$330M0.5%$25.87
45
2025-Q1
Increased
11.7M
+1.6%
$325.9M0.6%$26.78
44
2024-Q4
Increased
11.5M
+216.1%
$313.4M0.6%$26.20
70
2024-Q3
Increased
3.6M
+2.9%
$306.8M0.7%$26.78
45
2024-Q2
Increased
3.5M
+4.5%
$274.3M0.7%$24.49
45

Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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