Wealth Enhancement Advisory Services »

Schwab Charles Family shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Schwab Charles Family

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Charles Family by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 2.1M 1.00
2023-12-31 $2.5M 2.5M 1.00
2023-09-30 $4.1M 4.1M 1.00
2023-06-30 $2.6M 2.6M 1.00

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management
Narus Financial Partners

View all funds holding Schwab Charles Family