Schwab Strategic Tr us aggregate b shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $85M | 1.9M | 46.00 |
| 2023-12-31 | $99M | 2.1M | 46.62 |
| 2023-09-30 | $105M | 2.4M | 44.23 |
| 2023-06-30 | $74M | 1.6M | 46.16 |
| 2023-03-31 | $96M | 2.0M | 46.91 |
| 2022-12-31 | $279M | 5.9M | 47.00 |
| 2022-09-30 | $289M | 6.4M | 45.04 |
| 2022-06-30 | $301M | 6.3M | 47.63 |
| 2022-03-31 | $297M | 5.9M | 50.34 |
| 2021-12-31 | $292M | 5.6M | 52.58 |
| 2021-09-30 | $282M | 5.2M | 54.06 |
| 2021-06-30 | $265M | 4.8M | 54.90 |
| 2021-03-31 | $243M | 4.5M | 54.14 |
| 2020-12-31 | $218M | 3.9M | 55.60 |
| 2020-09-30 | $196M | 3.5M | 56.00 |
| 2020-06-30 | $63M | 1.2M | 50.61 |
| 2020-03-31 | $142M | 2.5M | 55.83 |
| 2019-12-31 | $148M | 2.8M | 53.43 |
| 2019-09-30 | $136M | 2.5M | 53.63 |
| 2019-06-30 | $126M | 2.4M | 52.95 |
| 2019-03-31 | $98M | 1.9M | 51.50 |
| 2018-12-31 | $105M | 2.1M | 50.64 |
| 2018-09-30 | $124M | 2.5M | 49.87 |
| 2018-06-30 | $118M | 2.3M | 50.59 |
| 2018-03-31 | $109M | 2.1M | 50.86 |
| 2017-12-31 | $91M | 1.7M | 51.83 |
| 2017-09-30 | $79M | 1.5M | 52.20 |
| 2017-06-30 | $72M | 1.4M | 51.98 |
| 2017-03-31 | $60M | 1.2M | 51.82 |
| 2016-12-31 | $53M | 1.0M | 51.50 |
| 2016-09-30 | $43M | 802k | 53.31 |
| 2016-06-30 | $33M | 608k | 53.72 |
| 2016-03-31 | $29M | 541k | 52.67 |
| 2015-12-31 | $23M | 451k | 51.50 |
| 2015-09-30 | $19M | 374k | 51.98 |
| 2015-06-30 | $16M | 304k | 51.73 |
| 2015-03-31 | $14M | 261k | 52.91 |
| 2014-12-31 | $12M | 222k | 52.36 |
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