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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SCHM31 quarters
Position history for
WEALTH 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
Other major holders of SCHM: Financial Engines Advisors L.L.C.