Question 1

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 11.2M shares of SCHX (SCHWAB US LARGE-CAP ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHX position is worth $334M.

Question 3

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

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their SCHX position (+2.0% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	11.2M	+2.0%	$334M	0.6%	$29.43	45
2026-Q1	Decreased	11M	-42.3%	$284.7M	0.6%	$25.57	0
2025-Q4	Decreased	19.1M	-1.7%	$521.8M	0.7%	$26.76	0
2025-Q3	Decreased	19.4M	-0.8%	$514.3M	0.8%	$26.12	0
2025-Q2	Increased	19.6M	+17.7%	$484.7M	0.8%	$24.17	52
2025-Q1	Decreased	16.6M	-4.9%	$367.1M	0.7%	$21.77	0
2024-Q4	Increased	17.5M	+210.5%	$405M	0.8%	$22.79	71
2024-Q3	Decreased	5.6M	-16.1%	$381.8M	0.8%	$22.16	0
2024-Q2	Decreased	6.7M	-7.5%	$431.2M	1.0%	$21.03	0
2024-Q1	Decreased	7.3M	-3.4%	$450.2M	1.2%	$20.25	0
2023-Q4	Decreased	7.5M	-3.1%	$423.7M	1.2%	$18.35	0
2023-Q3	Increased	7.8M	+126.2%	$392.4M	1.3%	$16.39	79
2023-Q2	Decreased	3.4M	-3.6%	$179.5M	1.9%	$16.81	0
2023-Q1	Increased	3.6M	+2.6%	$172.1M	2.0%	$15.47	54
2022-Q4	Decreased	3.5M	-2.6%	$164.3M	2.1%	$14.46	0
2022-Q3	Decreased	3.6M	-6.8%	$153.1M	2.2%	$13.43	0
2022-Q2	Increased	3.8M	+14.2%	$175.8M	2.5%	$14.10	59
2022-Q1	Increased	3.3M	+99.4%	$182.2M	2.5%	$16.94	84
2021-Q4	Increased	1.7M	+3.1%	$178.7M	2.6%	$17.85	54
2021-Q3	Increased	1.6M	+1.9%	$179.8M	2.7%	$16.25	53
2021-Q2	Increased	1.6M	+4.8%	$167.9M	2.7%	$16.19	55
2021-Q1	Increased	1.5M	+2.6%	$150M	2.7%	$14.91	53
2020-Q4	Increased	1.5M	+4.5%	$135.9M	3.1%	$14.07	58
2020-Q3	Increased	1.4M	+0.1%	$120.7M	3.2%	$12.43	55
2020-Q2	Increased	1.4M	+2.6%	$111.4M	3.2%	$11.35	57
2020-Q1	Increased	1.4M	+53.7%	$94.1M	3.4%	$9.34	77
2019-Q4	Increased	898,847	+2.8%	$69M	2.4%	$11.68	52
2019-Q3	Increased	874,411	+3.7%	$61.9M	2.5%	$10.70	52
2019-Q2	Increased	843,450	+4.0%	$60.9M	2.7%	$10.59	53
2019-Q1	New	811,388	-	$56.8M	3.2%	$10.15	81

SCHX30 quarters

SCHX
30 quarters