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Schwab U S Broad Market ETF shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $63M 2.5M 25.82
2025-06-30 $55M 2.3M 24.14
2025-03-31 $45M 2.1M 21.53
2024-12-31 $39M 581k 66.52
2024-06-30 $36M 565k 62.87
2024-03-31 $32M 522k 61.05
2023-12-31 $29M 529k 55.67
2023-09-30 $25M 508k 49.85
2023-06-30 $8.6M 166k 51.70
2023-03-31 $10M 214k 47.85
2022-12-31 $8.1M 172k 47.16
2022-09-30 $7.4M 174k 42.68
2022-06-30 $8.1M 177k 45.57
2022-03-31 $9.4M 174k 53.92
2021-12-31 $11M 99k 105.60
2021-09-30 $12M 111k 110.28
2021-06-30 $11M 109k 104.97
2021-03-31 $13M 132k 99.07
2020-12-31 $12M 133k 92.16
2020-09-30 $12M 136k 84.22
2020-06-30 $155M 3.0M 52.45
2020-03-31 $14M 203k 67.35
2019-12-31 $25M 326k 76.88
2019-09-30 $22M 307k 70.85
2019-06-30 $19M 264k 72.42
2019-03-31 $10M 142k 70.45
2018-12-31 $10M 160k 64.16
2018-09-30 $704k 11k 63.75
2018-06-30 $226k 3.3k 67.89
2018-03-31 $214k 3.3k 64.30
2017-12-31 $216k 3.2k 67.00
2015-09-30 $1.4M 30k 48.68

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 U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF