Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB AGGREGATE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 2.2M shares of SCHZ (SCHWAB AGGREGATE), worth $50.9M as of 2026-Q1. The position was decreased (-44.5% shares). SCHZ represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$50.9M
Current Shares
2.2M
Total Value Change
-$29.8M
Total Shares Change
+422,033
Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 2.2M |
-44.5% |
| $50.9M |
| 0.1% |
| $23.53 |
0 |
| 2025-Q4 | Increased | 4M | +8.8% | $92.5M | 0.1% | $23.34 | 39 |
| 2025-Q3 | Increased | 3.6M | +1.4% | $85.1M | 0.1% | $23.09 | 36 |
| 2025-Q2 | Decreased | 3.6M | -3.0% | $82.5M | 0.1% | $22.53 | 0 |
| 2025-Q1 | Increased | 3.7M | +7.4% | $85.5M | 0.2% | $22.28 | 38 |
| 2024-Q4 | Increased | 3.4M | +98.4% | $78M | 0.1% | $21.74 | 57 |
| 2024-Q3 | Decreased | 1.7M | -2.2% | $82.3M | 0.2% | $22.48 | 0 |
| 2024-Q2 | Decreased | 1.8M | -4.6% | $80.7M | 0.2% | $21.31 | 0 |