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SCHJSCHJ
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 154,856 shares of SCHJ (SCHWAB STRATEGIC TR), worth $3.8M as of 2026-Q2. The position was decreased (-3.7% shares). SCHJ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.8M

Current Shares

154,856

Total Value Change

+$3.4M

Total Shares Change

+146,270

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
154,856
-3.7%
$3.8M0.0%$24.47
0
2026-Q1
Decreased
160,822
-51.5%
$4M0.0%$24.90
0
2025-Q4
Increased
331,346
+5.2%
$8.3M0.0%$24.82
29
2025-Q3
Increased
315,129
+5.3%
$7.8M0.0%$24.48
29
2025-Q2
Increased
299,200
+0.9%
$7.4M0.0%$24.05
28
2025-Q1
Increased
296,637
+1.7%
$7.3M0.0%$23.13
28
2024-Q4
Increased
291,626
+3296.5%
$7.1M0.0%$22.70
44
2024-Q3
Increased
8,586
+11.9%
$425,9670.0%$23.34
27

Other major holders of SCHJ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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