Question 1

How many shares of SCHM does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3.3M shares of SCHM (SCHWAB US MID CAP ETF).

Question 2

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHM position worth?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHM position is worth $118.7M.

Question 3

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC buying or selling SCHM?

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC decreased their SCHM position (-3.0% change in shares).

Question 4

When did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first buy SCHM?

Accepted Answer

Based on available 13F filings, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first reported a position in SCHM in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.3M	-3.0%	$118.7M	0.2%	$36.87	0
2026-Q1	Decreased	3.4M	-40.5%	$107.3M	0.2%	$32.49	0
2025-Q4	Increased	5.7M	+0.3%	$180.5M	0.2%	$30.38	36
2025-Q3	Decreased	5.7M	-1.1%	$170.6M	0.3%	$29.49	0
2025-Q2	Decreased	5.8M	-1.8%	$166.4M	0.3%	$27.71	0
2025-Q1	Decreased	5.9M	-3.0%	$154.7M	0.3%	$25.85	0
2024-Q4	Increased	6.1M	+198.2%	$168.7M	0.3%	$27.25	59
2024-Q3	Decreased	2M	-1.4%	$169.7M	0.4%	$27.17	0
2024-Q2	Decreased	2.1M	-3.2%	$161.2M	0.4%	$25.35	0
2024-Q1	Decreased	2.1M	-2.3%	$174.3M	0.5%	$26.44	0
2023-Q4	Decreased	2.2M	-10.4%	$165M	0.5%	$24.37	0
2023-Q3	Increased	2.4M	+677.8%	$165.5M	0.5%	$21.80	69
2023-Q2	Decreased	314,337	-0.3%	$22.3M	0.2%	$22.61	0
2023-Q1	Decreased	315,334	-5.0%	$21.4M	0.2%	$21.30	0
2022-Q4	Decreased	331,770	-46.1%	$23.4M	0.3%	$20.89	0
2022-Q3	Decreased	615,607	-3.6%	$38.3M	0.5%	$19.30	0
2022-Q2	Increased	638,584	+9.3%	$41.2M	0.6%	$19.97	45
2022-Q1	Increased	584,175	+0.2%	$44.6M	0.6%	$24.14	41
2021-Q4	Increased	582,822	+0.4%	$43.4M	0.6%	$25.21	41
2021-Q3	Increased	580,690	+0.9%	$47.1M	0.7%	$24.25	41
2021-Q2	Decreased	575,717	-2.9%	$44.1M	0.7%	$24.34	0
2021-Q1	Decreased	592,891	-7.0%	$45.2M	0.8%	$22.95	0
2020-Q4	Increased	637,255	+0.3%	$45.3M	1.0%	$21.05	46
2020-Q3	Decreased	635,545	-0.1%	$37.9M	1.0%	$17.01	0
2020-Q2	Increased	636,204	+16.2%	$35.1M	1.0%	$15.94	53
2020-Q1	Decreased	547,303	-16.6%	$26.1M	0.9%	$13.12	0
2019-Q4	Increased	656,603	+1.9%	$39.5M	1.4%	$18.27	47
2019-Q3	Increased	644,151	+0.0%	$36.1M	1.5%	$17.03	45
2019-Q2	Increased	644,108	+179.7%	$37.4M	1.7%	$17.22	74
2019-Q1	New	230,317	-	$13.2M	0.7%	$16.65	55

SCHM30 quarters

SCHM
30 quarters