Question 1

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3M shares of SCHR (SCHWAB INTERMEDIATE-TERM US).

Question 2

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHR position is worth $74.7M.

Question 3

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

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their SCHR position (+18.0% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3M	+18.0%	$74.7M	0.1%	$24.58	42
2026-Q1	Decreased	2.6M	-3.6%	$64.2M	0.1%	$25.20	0
2025-Q4	Increased	2.7M	+15.5%	$67.3M	0.1%	$25.04	34
2025-Q3	Increased	2.3M	+2.4%	$58.2M	0.1%	$24.71	30
2025-Q2	Decreased	2.3M	-0.2%	$56.2M	0.1%	$24.33	0
2025-Q1	Decreased	2.3M	-31.7%	$56.5M	0.1%	$23.61	0
2024-Q4	Increased	3.3M	+213.4%	$80.8M	0.2%	$22.92	57
2024-Q3	Increased	1.1M	+1.5%	$53.7M	0.1%	$24.01	36
2024-Q2	Increased	1M	+4.4%	$51M	0.1%	$22.88	37
2024-Q1	Increased	1M	+3.8%	$49.1M	0.1%	$22.79	36
2023-Q4	Decreased	963,791	-4.7%	$47.9M	0.1%	$22.96	0
2023-Q3	Increased	1M	+163.6%	$48.5M	0.2%	$21.88	56
2023-Q2	Decreased	383,681	-3.8%	$18.9M	0.2%	$22.30	0
2023-Q1	Decreased	398,810	-3.3%	$20.1M	0.2%	$22.58	0
2022-Q4	Decreased	412,506	-19.7%	$20.7M	0.3%	$22.02	0
2022-Q3	Decreased	513,613	-18.2%	$25.1M	0.4%	$21.84	0
2022-Q2	Increased	627,961	+3.0%	$32.2M	0.4%	$22.62	36
2022-Q1	Decreased	609,513	-12.8%	$32.2M	0.4%	$23.31	0
2021-Q4	Increased	698,606	+4.3%	$38.5M	0.6%	$24.64	43
2021-Q3	Increased	669,771	+7.1%	$37.6M	0.6%	$24.77	44
2021-Q2	Increased	625,171	+6.4%	$35.8M	0.6%	$24.79	44
2021-Q1	Increased	587,478	+7.4%	$33.2M	0.6%	$24.57	44
2020-Q4	Increased	546,776	+5.7%	$31.6M	0.7%	$25.28	43
2020-Q3	Increased	517,296	+3.5%	$30.2M	0.8%	$24.99	42
2020-Q2	Decreased	499,799	-20.6%	$29.4M	0.8%	$24.93	0
2020-Q1	Decreased	629,794	-24.0%	$37M	1.3%	$25.17	0
2019-Q4	Increased	828,809	+13.5%	$45.5M	1.6%	$23.51	52
2019-Q3	Increased	730,016	+21.8%	$40.5M	1.6%	$23.56	55
2019-Q2	Increased	599,390	+88.6%	$32.8M	1.4%	$23.18	71
2019-Q1	New	317,866	-	$17M	1.0%	$22.54	55

SCHR30 quarters

SCHR
30 quarters