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
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 11M |
-42.3% |
| $284.7M |
| 0.6% |
| $26.83 |
0 |
| 2025-Q4 | Decreased | 19.1M | -1.7% | $521.8M | 0.7% | $27.12 | 0 |
| 2025-Q3 | Decreased | 19.4M | -0.8% | $514.3M | 0.8% | $26.19 | 0 |
| 2025-Q2 | Increased | 19.6M | +17.7% | $484.7M | 0.8% | $24.19 | 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% | $23.00 | 71 |
| 2024-Q3 | Decreased | 5.6M | -16.1% | $381.8M | 0.8% | $22.20 | 0 |
| 2024-Q2 | Decreased | 6.7M | -7.5% | $431.2M | 1.0% | $21.03 | 0 |