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SCHX
Showing 8 of 29 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB STRATEGIC TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 11M shares of SCHX (SCHWAB STRATEGIC TR), worth $284.7M as of 2026-Q1. The position was decreased (-42.3% shares). SCHX represents 0.6% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$284.7M

Current Shares

11M

Total Value Change

-$146.5M

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
11M
-42.3%
$284.7M0.6%$26.83
0
2025-Q4
Decreased
19.1M
-1.7%
$521.8M0.7%$27.12
0
2025-Q3
Decreased
19.4M
-0.8%
$514.3M0.8%$26.19
0
2025-Q2
Increased
19.6M
+17.7%
$484.7M0.8%$24.19
52
2025-Q1
Decreased
16.6M
-4.9%
$367.1M0.7%$21.77
0
2024-Q4
Increased
17.5M
+210.5%
$405M0.8%$23.00
71
2024-Q3
Decreased
5.6M
-16.1%
$381.8M0.8%$22.20
0
2024-Q2
Decreased
6.7M
-7.5%
$431.2M1.0%$21.03
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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