Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SCHMSCHM
31 quarters

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

Yes. Wealth Enhancement Advisory Services holds 3,438,314 shares of SCHM, worth $118.5M, as of its Q3 2026 13F filing. It increased the position by 122,434 shares (+3.7%) from Q2 2026. Wealth Enhancement Advisory Services has held SCHM in every 13F on record since Q1 2019, 31 quarterly filings. SCHM is 0.2% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$118.5M

Current Shares

3.4M

Total Value Change

+$105.3M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
3.4M
+3.7%
$118.5M0.2%$34.02
37
2026-Q2
Decreased
3.3M
-3.0%
$118.7M0.2%$36.87
0
2026-Q1
Decreased
3.4M
-40.5%
$107.3M0.2%$30.87
0
2025-Q4
Increased
5.7M
+0.3%
$180.5M0.2%$29.91
36
2025-Q3
Decreased
5.7M
-1.1%
$170.6M0.3%$29.35
0
2025-Q2
Decreased
5.8M
-1.8%
$166.4M0.3%$27.66
0
2025-Q1
Decreased
5.9M
-3.0%
$154.7M0.3%$25.74
0
2024-Q4
Increased
6.1M
+198.2%
$168.7M0.3%$27.15
59
2024-Q3
Decreased
2M
-1.4%
$169.7M0.4%$27.02
0
2024-Q2
Decreased
2.1M
-3.2%
$161.2M0.4%$25.21
0
2024-Q1
Decreased
2.1M
-2.3%
$174.3M0.5%$26.29
0
2023-Q4
Decreased
2.2M
-10.4%
$165M0.5%$24.24
0
2023-Q3
Increased
2.4M
+677.8%
$165.5M0.5%$21.68
69
2023-Q2
Decreased
314,337
-0.3%
$22.3M0.2%$22.67
0
2023-Q1
Decreased
315,334
-5.0%
$21.4M0.2%$21.56
0
2022-Q4
Decreased
331,770
-46.1%
$23.4M0.3%$20.77
0
2022-Q3
Decreased
615,607
-3.6%
$38.3M0.5%$19.07
0
2022-Q2
Increased
638,584
+9.3%
$41.2M0.6%$19.67
45
2022-Q1
Increased
584,175
+0.2%
$44.6M0.6%$23.68
41
2021-Q4
Increased
582,822
+0.4%
$43.4M0.6%$25.05
41
2021-Q3
Increased
580,690
+0.9%
$47.1M0.7%$23.77
41
2021-Q2
Decreased
575,717
-2.9%
$44.1M0.7%$24.18
0
2021-Q1
Decreased
592,891
-7.0%
$45.2M0.8%$22.93
0
2020-Q4
Increased
637,255
+0.3%
$45.3M1.0%$20.99
46
2020-Q3
Decreased
635,545
-0.1%
$37.9M1.0%$16.99
0
2020-Q2
Increased
636,204
+16.2%
$35.1M1.0%$16.06
53
2020-Q1
Decreased
547,303
-16.6%
$26.1M0.9%$12.83
0
2019-Q4
Increased
656,603
+1.9%
$39.5M1.4%$18.21
47
2019-Q3
Increased
644,151
+0.0%
$36.1M1.5%$17.03
45
2019-Q2
Increased
644,108
+179.7%
$37.4M1.7%$17.12
74
2019-Q1
First report
230,317
-
$13.2M0.7%$16.56
0

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

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