Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3.8M shares of SCHV (SCHWAB STRATEGIC TR), worth $117M as of 2026-Q1. The position was decreased (-40.2% shares). SCHV represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$117M
Current Shares
3.8M
Total Value Change
-$74.3M
Total Shares Change
+1.2M
Other major holders of SCHV: Financial Engines Advisors L.L.C.
Decreased |
| 3.8M |
-40.2% |
| $117M |
| 0.2% |
| $31.74 |
0 |
| 2025-Q4 | Decreased | 6.4M | -3.2% | $194.2M | 0.3% | $29.84 | 0 |
| 2025-Q3 | Decreased | 6.6M | -3.3% | $191.8M | 0.3% | $28.87 | 0 |
| 2025-Q2 | Decreased | 6.8M | -2.3% | $191.7M | 0.3% | $27.25 | 0 |
| 2025-Q1 | Decreased | 7M | -8.4% | $185.3M | 0.4% | $25.90 | 0 |
| 2024-Q4 | Increased | 7.6M | +198.4% | $198.4M | 0.4% | $25.40 | 59 |
| 2024-Q3 | Decreased | 2.5M | -1.3% | $204.9M | 0.4% | $25.98 | 0 |
| 2024-Q2 | Decreased | 2.6M | -6.2% | $191.3M | 0.5% | $23.90 | 0 |