Schwab Strategic Tr shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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 | $3.6M | 142k | 25.64 |
| 2025-06-30 | $3.4M | 135k | 25.09 |
| 2025-03-31 | $1.4M | 57k | 25.37 |
| 2024-12-31 | $1.6M | 64k | 25.68 |
| 2024-06-30 | $1.5M | 30k | 51.40 |
| 2024-03-31 | $1.1M | 21k | 52.05 |
| 2023-12-31 | $227k | 4.3k | 52.61 |
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