Question 1

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 4.1M shares of SCHO (SCHWAB SHORT-TERM US TREAS).

Question 2

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHO position is worth $98.6M.

Question 3

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

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their SCHO position (+20.1% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first reported a position in SCHO in 2019-Q1. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.1M	+20.1%	$98.6M	0.2%	$24.06	43
2026-Q1	Increased	3.4M	+7.3%	$82.5M	0.2%	$24.34	38
2025-Q4	Increased	3.2M	+15.8%	$77.5M	0.1%	$24.28	41
2025-Q3	Increased	2.7M	+89.1%	$66.9M	0.1%	$24.00	55
2025-Q2	Increased	1.5M	+4.0%	$35.2M	0.1%	$23.72	30
2025-Q1	Decreased	1.4M	-34.8%	$34M	0.1%	$23.10	0
2024-Q4	Increased	2.1M	+228.7%	$51.5M	0.1%	$22.67	47
2024-Q3	Increased	651,237	+51.2%	$31.9M	0.1%	$23.15	40
2024-Q2	Increased	430,826	+8.3%	$20.7M	0.0%	$22.47	31
2024-Q1	Increased	397,706	+3.3%	$19.2M	0.0%	$22.26	29
2023-Q4	Increased	384,902	+2.2%	$18.6M	0.1%	$22.21	29
2023-Q3	Increased	376,470	+2909.1%	$18M	0.1%	$21.65	46
2023-Q2	Increased	12,511	+18.8%	$601,299	0.0%	$21.51	29
2023-Q1	New	10,535	-	$514,022	0.0%	$21.61	33
2022-Q1	Exited	0	-100.0%	$0	0.0%	$21.59	0
2021-Q4	Increased	5,836	+27.4%	$294,000	0.0%	$22.15	29
2021-Q3	Decreased	4,581	-99.6%	$234,000	0.0%	$22.27	0
2021-Q2	Increased	1.2M	+4.0%	$59.9M	1.0%	$22.27	43
2021-Q1	Increased	1.1M	+13.7%	$57.7M	1.0%	$22.28	53
2020-Q4	Increased	988,535	+11.9%	$50.8M	1.1%	$22.29	52
2020-Q3	Increased	883,431	+25.2%	$45.4M	1.2%	$21.94	56
2020-Q2	Increased	705,833	+24.1%	$36.4M	1.0%	$21.93	56
2020-Q1	Decreased	568,898	-2.8%	$29.4M	1.0%	$22.21	0
2019-Q4	Increased	585,492	+8.9%	$29.6M	1.0%	$21.62	49
2019-Q3	Increased	537,709	+6.4%	$27.2M	1.1%	$21.51	48
2019-Q2	Increased	505,391	+5.3%	$25.5M	1.1%	$21.39	48
2019-Q1	New	479,866	-	$24M	1.4%	$21.09	65

SCHO27 quarters

SCHO
27 quarters