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Schwab Strategic Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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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 $384k 15k 25.18
2025-06-30 $366k 15k 25.11
2025-03-31 $368k 15k 25.19
2024-12-31 $326k 13k 25.12