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SCHVSCHV
Showing 8 of 30 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB US LARGE-CAP VALUE

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3.7M shares of SCHV (SCHWAB US LARGE-CAP VALUE), worth $128.2M as of 2026-Q2. The position was decreased (-2.2% shares). SCHV represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$128.2M

Current Shares

3.7M

Total Value Change

-$76.7M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.7M
-2.2%
$128.2M0.2%$34.81
0
2026-Q1
Decreased
3.8M
-40.2%
$117M0.2%$31.74
0
2025-Q4
Decreased
6.4M
-3.2%
$194.2M0.3%$29.84
0
2025-Q3
Decreased
6.6M
-3.3%
$191.8M0.3%$28.87
0
2025-Q2
Decreased
6.8M
-2.3%
$191.7M0.3%$27.25
0
2025-Q1
Decreased
7M
-8.4%
$185.3M0.4%$25.90
0
2024-Q4
Increased
7.6M
+198.4%
$198.4M0.4%$25.40
59
2024-Q3
Decreased
2.5M
-1.3%
$204.9M0.4%$25.98
0

Other major holders of SCHV: Financial Engines Advisors L.L.C.

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