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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
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)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Sonoma Private Wealth
UBS Group
Royal Bank of Canada

View all funds holding Schwab Strategic Tr