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SCHKSCHK
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 116,778 shares of SCHK (SCHWAB STRATEGIC TR), worth $4.3M as of 2026-Q2. The position was decreased (-6.1% shares). SCHK represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$4.3M

Current Shares

116,778

Total Value Change

+$3.7M

Total Shares Change

+107,216

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
116,778
-6.1%
$4.3M0.0%$36.06
0
2026-Q1
Decreased
124,315
-15.0%
$3.9M0.0%$32.77
0
2025-Q4
Decreased
146,261
-0.1%
$4.9M0.0%$33.06
0
2025-Q3
Increased
146,452
+8.9%
$4.7M0.0%$31.91
29
2025-Q2
Increased
134,480
+512.9%
$4.1M0.0%$29.50
43
2025-Q1
Increased
21,941
+5.8%
$590,6110.0%$26.53
26
2024-Q4
Increased
20,744
+116.9%
$587,2520.0%$28.08
39
2024-Q3
Increased
9,562
+6.8%
$528,6900.0%$27.12
26

Other major holders of SCHK: Financial Engines Advisors L.L.C.

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