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

SCHPSCHP
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 2,168,475 shares of SCHP, worth $54.3M, as of its Q3 2026 13F filing. It increased the position by 249,123 shares (+13.0%) from Q2 2026. Wealth Enhancement Advisory Services has held SCHP in every 13F on record since Q1 2019, 31 quarterly filings. SCHP is 0.1% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$54.3M

Current Shares

2.2M

Total Value Change

+$25.7M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
2.2M
+13.0%
$54.3M0.1%$25.07
33
2026-Q2
Increased
1.9M
+12.5%
$50M0.1%$26.06
33
2026-Q1
Decreased
1.7M
-33.7%
$45.2M0.1%$25.85
0
2025-Q4
Increased
2.6M
+20.5%
$68.2M0.1%$25.74
35
2025-Q3
Increased
2.1M
+4.5%
$57.4M0.1%$25.75
31
2025-Q2
Increased
2M
+4.0%
$54.2M0.1%$25.22
31
2025-Q1
Increased
2M
+33.8%
$52.8M0.1%$25.11
45
2024-Q4
Increased
1.5M
+49.5%
$37.9M0.1%$24.11
40
2024-Q3
Decreased
982,471
-3.8%
$52.7M0.1%$24.82
0
2024-Q2
Decreased
1M
-21.4%
$53.1M0.1%$23.82
0
2024-Q1
Decreased
1.3M
-2.8%
$67.8M0.2%$23.63
0
2023-Q4
Decreased
1.3M
-18.8%
$69.8M0.2%$23.64
0
2023-Q3
Increased
1.6M
+12.4%
$83.1M0.3%$22.60
40
2023-Q2
Decreased
1.5M
-13.7%
$76.8M0.8%$23.22
0
2023-Q1
Increased
1.7M
+12.2%
$91.1M1.1%$23.56
53
2022-Q4
Decreased
1.5M
-7.9%
$80M1.0%$22.76
0
2022-Q3
Increased
1.6M
+6.8%
$85.4M1.2%$22.30
50
2022-Q2
Increased
1.5M
+12.8%
$85.5M1.2%$23.54
53
2022-Q1
Increased
1.4M
+7.0%
$82.1M1.1%$25.06
50
2021-Q4
Increased
1.3M
+11.1%
$78.2M1.1%$25.86
52
2021-Q3
Increased
1.1M
+19.6%
$72.8M1.1%$25.27
55
2021-Q2
Increased
960,166
+4.7%
$60.6M1.0%$24.82
44
2021-Q1
Increased
917,418
+13.6%
$56.1M1.0%$24.07
53
2020-Q4
Increased
807,476
+6.4%
$50M1.1%$24.43
49
2020-Q3
Increased
758,791
+14.2%
$46.7M1.2%$24.02
52
2020-Q2
Increased
664,259
+9.5%
$40.5M1.2%$23.36
50
2020-Q1
Decreased
606,696
-2.5%
$36.1M1.3%$22.38
0
2019-Q4
Increased
622,522
+8.9%
$35.3M1.2%$22.04
50
2019-Q3
Increased
571,555
+7.9%
$32.3M1.3%$21.88
49
2019-Q2
Increased
529,660
+1.6%
$29.7M1.3%$21.44
46
2019-Q1
First report
521,365
-
$28.6M1.6%$20.86
0

Other major holders of SCHP: Empower Advisory Group, LLC

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