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Schwab Strategic Tr intrm trm shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $51M 1.0M 48.77
2024-03-31 $49M 1.0M 49.05
2023-12-31 $48M 964k 49.72
2023-09-30 $49M 1.0M 47.94
2023-06-30 $19M 384k 49.28
2023-03-31 $20M 399k 50.43
2022-12-31 $21M 413k 50.20
2022-09-30 $25M 514k 48.84
2022-06-30 $32M 628k 51.26
2022-03-31 $32M 610k 52.76
2021-12-31 $39M 699k 55.15
2021-09-30 $38M 670k 56.21
2021-06-30 $36M 625k 57.22
2021-03-31 $33M 588k 56.57
2020-12-31 $32M 547k 57.88
2020-09-30 $30M 517k 58.45
2020-06-30 $29M 500k 58.79
2020-03-31 $37M 630k 58.75
2019-12-31 $46M 829k 54.94
2019-09-30 $41M 730k 55.46
2019-06-30 $33M 599k 54.76
2019-03-31 $17M 318k 53.37
2018-12-31 $17M 313k 52.66
2018-09-30 $12M 223k 51.77
2018-06-30 $11M 218k 52.22
2018-03-31 $11M 207k 52.28
2017-12-31 $10M 193k 53.04
2017-09-30 $9.2M 171k 53.76
2017-06-30 $8.6M 160k 53.74
2017-03-31 $7.2M 134k 53.76
2016-12-31 $6.6M 124k 53.35
2016-09-30 $6.3M 115k 55.19
2016-06-30 $5.6M 100k 55.97
2016-03-31 $5.1M 92k 55.23
2015-12-31 $4.0M 75k 53.60
2015-09-30 $3.3M 61k 54.32
2015-06-30 $2.7M 50k 53.60
2015-03-31 $1.9M 35k 54.35
2014-12-31 $1.3M 25k 53.59

More positions owned by Wealth Enhancement Advisory Services

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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
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)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm