Schwab U S Small Cap ETF shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127M | 4.5M | 27.99 |
| 2025-06-30 | $121M | 4.7M | 26.08 |
| 2025-03-31 | $65M | 2.8M | 23.43 |
| 2024-12-31 | $75M | 1.5M | 51.50 |
| 2024-06-30 | $67M | 1.4M | 47.45 |
| 2024-03-31 | $75M | 1.5M | 49.24 |
| 2023-12-31 | $70M | 1.5M | 47.24 |
| 2023-09-30 | $69M | 1.7M | 41.42 |
| 2023-06-30 | $35M | 808k | 43.80 |
| 2023-03-31 | $60M | 1.4M | 41.93 |
| 2022-12-31 | $122M | 2.8M | 43.70 |
| 2022-09-30 | $116M | 3.0M | 38.75 |
| 2022-06-30 | $118M | 2.9M | 40.24 |
| 2022-03-31 | $123M | 2.6M | 47.99 |
| 2021-12-31 | $115M | 1.3M | 92.28 |
| 2021-09-30 | $125M | 1.2M | 104.62 |
| 2021-06-30 | $117M | 1.2M | 99.30 |
| 2021-03-31 | $121M | 1.2M | 101.53 |
| 2020-12-31 | $117M | 1.2M | 95.51 |
| 2020-09-30 | $91M | 1.2M | 74.62 |
| 2020-06-30 | $84M | 1.2M | 68.03 |
| 2020-03-31 | $60M | 1.0M | 58.47 |
| 2019-12-31 | $80M | 1.1M | 75.64 |
| 2019-09-30 | $70M | 1.0M | 69.09 |
| 2019-06-30 | $71M | 978k | 72.51 |
| 2019-03-31 | $61M | 841k | 72.21 |
| 2018-12-31 | $53M | 794k | 67.02 |
| 2018-09-30 | $53M | 797k | 66.45 |
| 2018-06-30 | $64M | 842k | 76.32 |
| 2018-03-31 | $56M | 800k | 70.21 |
| 2017-12-31 | $53M | 736k | 72.34 |
| 2017-09-30 | $46M | 672k | 68.17 |
| 2017-06-30 | $39M | 616k | 63.73 |
| 2017-03-31 | $36M | 569k | 62.38 |
| 2016-12-31 | $35M | 567k | 61.49 |
| 2016-09-30 | $29M | 499k | 57.46 |
| 2016-06-30 | $24M | 446k | 54.03 |
| 2016-03-31 | $26M | 497k | 51.92 |
| 2015-12-31 | $21M | 404k | 52.09 |
| 2015-09-30 | $17M | 310k | 53.87 |
| 2015-06-30 | $17M | 295k | 57.48 |
| 2015-03-31 | $13M | 219k | 57.58 |
| 2014-12-31 | $12M | 216k | 55.12 |
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