Schwab Strategic Tr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 92k | 27.97 |
| 2025-06-30 | $1.9M | 68k | 27.50 |
| 2025-03-31 | $1.6M | 64k | 25.38 |
| 2024-12-31 | $1.3M | 58k | 23.12 |
| 2024-06-30 | $1.3M | 54k | 23.57 |
| 2024-03-31 | $1.4M | 56k | 24.26 |
| 2023-12-31 | $1.4M | 58k | 24.59 |
| 2023-09-30 | $1.3M | 58k | 23.00 |
More positions owned by Wealth Enhancement Advisory Services
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