Schwab Strategic Tr 0 shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 2.1M | 26.89 |
| 2025-06-30 | $54M | 2.0M | 26.51 |
| 2025-03-31 | $53M | 2.0M | 26.89 |
| 2024-12-31 | $53M | 983k | 53.63 |
| 2024-06-30 | $53M | 1.0M | 52.01 |
| 2024-03-31 | $68M | 1.3M | 52.16 |
| 2023-12-31 | $70M | 1.3M | 52.20 |
| 2023-09-30 | $83M | 1.6M | 50.49 |
| 2023-06-30 | $77M | 1.5M | 52.43 |
| 2023-03-31 | $91M | 1.7M | 53.61 |
| 2022-12-31 | $80M | 1.5M | 52.83 |
| 2022-09-30 | $85M | 1.6M | 51.92 |
| 2022-06-30 | $86M | 1.5M | 55.54 |
| 2022-03-31 | $82M | 1.4M | 60.12 |
| 2021-12-31 | $78M | 1.3M | 61.31 |
| 2021-09-30 | $73M | 1.1M | 63.37 |
| 2021-06-30 | $61M | 960k | 63.11 |
| 2021-03-31 | $56M | 917k | 61.10 |
| 2020-12-31 | $50M | 808k | 61.87 |
| 2020-09-30 | $47M | 759k | 61.53 |
| 2020-06-30 | $41M | 664k | 60.92 |
| 2020-03-31 | $36M | 607k | 59.54 |
| 2019-12-31 | $35M | 623k | 56.63 |
| 2019-09-30 | $32M | 572k | 56.56 |
| 2019-06-30 | $30M | 530k | 56.10 |
| 2019-03-31 | $29M | 521k | 54.89 |
| 2018-12-31 | $31M | 572k | 53.40 |
| 2018-09-30 | $38M | 708k | 53.27 |
| 2018-06-30 | $33M | 608k | 54.93 |
| 2018-03-31 | $31M | 558k | 54.87 |
| 2017-12-31 | $27M | 497k | 55.08 |
| 2017-09-30 | $24M | 443k | 55.13 |
| 2017-06-30 | $23M | 413k | 54.63 |
| 2017-03-31 | $19M | 348k | 55.72 |
| 2016-12-31 | $16M | 287k | 54.84 |
| 2016-09-30 | $11M | 195k | 56.60 |
| 2016-06-30 | $7.7M | 136k | 56.48 |
| 2016-03-31 | $6.5M | 118k | 55.53 |
| 2015-12-31 | $4.5M | 84k | 53.13 |
| 2015-09-30 | $1.4M | 27k | 54.14 |
| 2015-06-30 | $1.2M | 22k | 54.23 |
| 2015-03-31 | $901k | 16k | 54.90 |
| 2014-12-31 | $693k | 13k | 54.24 |
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