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Schwab Strategic Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 269k 27.51
2025-06-30 $6.9M 258k 26.73
2025-03-31 $6.4M 262k 24.47
2024-12-31 $7.3M 272k 26.97
2024-06-30 $5.6M 234k 23.74
2024-03-31 $5.7M 231k 24.59
2023-12-31 $5.0M 212k 23.33
2023-09-30 $3.0M 148k 20.37
2023-06-30 $1.9M 87k 22.27
2023-03-31 $832k 39k 21.25
2022-12-31 $548k 25k 21.87
2022-09-30 $419k 23k 18.49
2022-06-30 $299k 15k 19.52

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Flow Traders US
WFA of San Diego
Morgan Stanley
FMR

View all funds holding Schwab Strategic Tr