Charles Schwab Corporation shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $106M | 1.1M | 94.01 |
| 2025-06-30 | $102M | 1.1M | 91.48 |
| 2025-03-31 | $85M | 1.1M | 78.28 |
| 2024-12-31 | $73M | 992k | 74.01 |
| 2024-06-30 | $68M | 928k | 73.69 |
| 2024-03-31 | $71M | 977k | 72.34 |
| 2023-12-31 | $65M | 948k | 68.80 |
| 2023-09-30 | $52M | 944k | 54.90 |
| 2023-06-30 | $529k | 9.3k | 56.68 |
| 2023-03-31 | $551k | 11k | 52.38 |
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