Question 1

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.9M shares of SCHP (SCHWAB STRATEGIC TR).

Question 2

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHP position is worth $50M.

Question 3

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

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their SCHP position (+12.5% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.9M	+12.5%	$50M	0.1%	$26.06	33
2026-Q1	Decreased	1.7M	-33.7%	$45.2M	0.1%	$26.87	0
2025-Q4	Increased	2.6M	+20.5%	$68.2M	0.1%	$26.54	35
2025-Q3	Increased	2.1M	+4.5%	$57.4M	0.1%	$26.50	31
2025-Q2	Increased	2M	+4.0%	$54.2M	0.1%	$25.87	31
2025-Q1	Increased	2M	+33.8%	$52.8M	0.1%	$25.11	45
2024-Q4	Increased	1.5M	+49.5%	$37.9M	0.1%	$24.11	40
2024-Q3	Decreased	982,471	-3.8%	$52.7M	0.1%	$25.56	0
2024-Q2	Decreased	1M	-21.4%	$53.1M	0.1%	$24.52	0
2024-Q1	Decreased	1.3M	-2.8%	$67.8M	0.2%	$24.32	0
2023-Q4	Decreased	1.3M	-18.8%	$69.8M	0.2%	$24.34	0
2023-Q3	Increased	1.6M	+12.4%	$83.1M	0.3%	$23.26	40
2023-Q2	Decreased	1.5M	-13.7%	$76.8M	0.8%	$23.80	0
2023-Q1	Increased	1.7M	+12.2%	$91.1M	1.1%	$24.13	53
2022-Q4	Decreased	1.5M	-7.9%	$80M	1.0%	$23.42	0
2022-Q3	Increased	1.6M	+6.8%	$85.4M	1.2%	$23.11	50
2022-Q2	Increased	1.5M	+12.8%	$85.5M	1.2%	$24.25	53
2022-Q1	Increased	1.4M	+7.0%	$82.1M	1.1%	$25.89	50
2021-Q4	Increased	1.3M	+11.1%	$78.2M	1.1%	$26.66	52
2021-Q3	Increased	1.1M	+19.6%	$72.8M	1.1%	$25.99	55
2021-Q2	Increased	960,166	+4.7%	$60.6M	1.0%	$25.51	44
2021-Q1	Increased	917,418	+13.6%	$56.1M	1.0%	$24.76	53
2020-Q4	Increased	807,476	+6.4%	$50M	1.1%	$25.07	49
2020-Q3	Increased	758,791	+14.2%	$46.7M	1.2%	$24.02	52
2020-Q2	Increased	664,259	+9.5%	$40.5M	1.2%	$23.36	50
2020-Q1	Decreased	606,696	-2.5%	$36.1M	1.3%	$23.08	0
2019-Q4	Increased	622,522	+8.9%	$35.3M	1.2%	$22.69	50
2019-Q3	Increased	571,555	+7.9%	$32.3M	1.3%	$22.50	49
2019-Q2	Increased	529,660	+1.6%	$29.7M	1.3%	$22.19	46
2019-Q1	New	521,365	-	$28.6M	1.6%	$21.59	66

SCHP30 quarters

SCHP
30 quarters