Question 1

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 2.2M shares of SCHZ (SCHWAB US AGGREGATE BOND ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SCHZ position is worth $49.8M.

Question 3

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

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC decreased their SCHZ position (-1.0% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.2M	-1.0%	$49.8M	0.1%	$22.96	0
2026-Q1	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%	$21.85	38
2024-Q4	Increased	3.4M	+98.4%	$78M	0.1%	$21.26	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
2024-Q1	Decreased	1.9M	-12.4%	$85.4M	0.2%	$21.29	0
2023-Q4	Decreased	2.1M	-10.6%	$98.7M	0.3%	$21.44	0
2023-Q3	Increased	2.4M	+47.3%	$104.7M	0.3%	$20.09	49
2023-Q2	Decreased	1.6M	-21.3%	$74.2M	0.8%	$20.72	0
2023-Q1	Decreased	2M	-65.6%	$95.8M	1.1%	$20.87	0
2022-Q4	Decreased	5.9M	-7.7%	$278.8M	3.6%	$20.31	0
2022-Q3	Increased	6.4M	+1.7%	$289.4M	4.1%	$20.03	58
2022-Q2	Increased	6.3M	+7.3%	$301.1M	4.2%	$20.87	61
2022-Q1	Increased	5.9M	+6.1%	$296.6M	4.0%	$22.01	60
2021-Q4	Increased	5.6M	+6.4%	$292M	4.2%	$23.38	60
2021-Q3	Increased	5.2M	+8.3%	$282.2M	4.2%	$23.39	61
2021-Q2	Increased	4.8M	+7.4%	$264.6M	4.3%	$23.38	61
2021-Q1	Increased	4.5M	+14.5%	$242.9M	4.4%	$23.00	64
2020-Q4	Increased	3.9M	+12.2%	$217.9M	4.9%	$23.78	63
2020-Q3	Increased	3.5M	+19.7%	$195.6M	5.1%	$23.14	70
2020-Q2	Increased	2.9M	+14.7%	$165.4M	4.7%	$23.07	64
2020-Q1	Decreased	2.5M	-8.1%	$142M	5.1%	$22.76	0
2019-Q4	Increased	2.8M	+9.1%	$147.8M	5.2%	$22.18	64
2019-Q3	Increased	2.5M	+6.6%	$136M	5.5%	$22.09	63
2019-Q2	Increased	2.4M	+25.1%	$126M	5.6%	$21.62	72
2019-Q1	New	1.9M	-	$98M	5.5%	$21.00	92

SCHZ30 quarters

SCHZ
30 quarters