Schwab Strategic Tr cmn shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $209M | 2.8M | 75.98 |
| 2023-12-31 | $458M | 6.5M | 70.10 |
| 2023-09-30 | $386M | 6.0M | 64.46 |
| 2023-06-30 | $268M | 4.0M | 67.09 |
| 2023-03-31 | $252M | 3.8M | 65.58 |
| 2022-12-31 | $269M | 4.0M | 67.81 |
| 2022-09-30 | $226M | 3.8M | 59.83 |
| 2022-06-30 | $227M | 3.6M | 63.24 |
| 2022-03-31 | $239M | 3.3M | 71.48 |
| 2021-12-31 | $233M | 3.3M | 70.85 |
| 2021-09-30 | $227M | 3.2M | 71.36 |
| 2021-06-30 | $215M | 3.1M | 68.61 |
| 2021-03-31 | $204M | 3.1M | 66.30 |
| 2020-12-31 | $195M | 3.2M | 61.10 |
| 2020-09-30 | $165M | 3.0M | 54.60 |
| 2020-06-30 | $155M | 3.0M | 52.45 |
| 2020-03-31 | $119M | 2.4M | 49.19 |
| 2019-12-31 | $252M | 4.2M | 60.12 |
| 2019-09-30 | $226M | 4.0M | 56.18 |
| 2019-06-30 | $222M | 3.9M | 57.43 |
| 2019-03-31 | $184M | 3.3M | 56.36 |
| 2018-12-31 | $163M | 3.1M | 52.34 |
| 2018-09-30 | $163M | 3.1M | 52.23 |
| 2018-06-30 | $153M | 2.8M | 54.46 |
| 2018-03-31 | $139M | 2.6M | 53.41 |
| 2017-12-31 | $131M | 2.3M | 56.35 |
| 2017-09-30 | $108M | 2.1M | 52.43 |
| 2017-06-30 | $94M | 1.9M | 50.19 |
| 2017-03-31 | $80M | 1.6M | 49.36 |
| 2016-12-31 | $69M | 1.4M | 48.09 |
| 2016-09-30 | $52M | 1.1M | 45.41 |
| 2016-06-30 | $38M | 837k | 44.79 |
| 2016-03-31 | $33M | 770k | 43.18 |
| 2015-12-31 | $26M | 619k | 42.44 |
| 2015-09-30 | $23M | 553k | 41.95 |
| 2015-06-30 | $20M | 461k | 43.03 |
| 2015-03-31 | $20M | 463k | 43.27 |
| 2014-12-31 | $18M | 396k | 44.10 |
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