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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF 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 U S Small Cap ETF by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
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 $29M 500k 58.79
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

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 U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF