Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.6M Buy
2,500,208
+179,825
+8% +$5.03M 0.12% 157
2026
Q1 		$56.8M Sell
2,320,383
-455,577
-16% -$12M 0.12% 162
2025
Q4 		$74.1M Buy
2,775,960
+320,001
+13% +$8.33M 0.1% 196
2025
Q3 		$63.4M Buy
2,455,959
+195,411
+9% +$4.84M 0.1% 206
2025
Q2 		$54.6M Buy
2,260,548
+165,048
+8% +$3.64M 0.09% 211
2025
Q1 		$45.1M Buy
2,095,500
+178,997
+9% +$4.07M 0.09% 225
2024
Q4 		$43.5M Buy
1,916,503
+177,256
+10% +$4.05M 0.08% 224
2024
Q3 		$38.6M Buy
1,739,247
+45,618
+3% +$974K 0.08% 228
2024
Q2 		$35.5M Buy
1,693,629
+129,075
+8% +$2.62M 0.08% 226
2024
Q1 		$31.8M Sell
1,564,554
-21,258
-1% -$411K 0.08% 240
2023
Q4 		$29.4M Buy
1,585,812
+63,045
+4% +$1.09M 0.09% 220
2023
Q3 		$25.3M Buy
1,522,767
+1,025,250
+206% +$17.7M 0.08% 232
2023
Q2 		$8.57M Sell
497,517
-142,998
-22% -$2.33M 0.09% 98
2023
Q1 		$10.2M Buy
640,515
+123,765
+24% +$1.94M 0.12% 88
2022
Q4 		$8.12M Sell
516,750
-4,347
-0.8% -$65.3K 0.1% 97
2022
Q3 		$7.41M Sell
521,097
-11,250
-2% -$175K 0.11% 96
2022
Q2 		$8.09M Buy
532,347
+9,387
+2% +$151K 0.11% 91
2022
Q1 		$9.4M Sell
522,960
-73,458
-12% -$1.29M 0.13% 85
2021
Q4 		$10.5M Sell
596,418
-70,914
-11% -$1.3M 0.15% 69
2021
Q3 		$12.3M Buy
667,332
+13,242
+2% +$236K 0.18% 63
2021
Q2 		$11.4M Sell
654,090
-136,578
-17% -$2.31M 0.18% 63
2021
Q1 		$13.1M Sell
790,668
-4,332
-0.5% -$68.3K 0.24% 56
2020
Q4 		$12.2M Sell
795,000
-20,814
-3% -$296K 0.28% 42
2020
Q3 		$11.5M Sell
815,814
-16,050
-2% -$211K 0.3% 41
2020
Q2 		$10.8M Sell
831,864
-384,084
-32% -$4.43M 0.31% 40
2020
Q1 		$13.6M Sell
1,215,948
-738,954
-38% -$8.94M 0.49% 37
2019
Q4 		$25.1M Buy
1,954,902
+115,998
+6% +$1.42M 0.88% 26
2019
Q3 		$21.7M Buy
1,838,904
+256,998
+16% +$3.04M 0.88% 26
2019
Q2 		$19.1M Buy
1,581,906
+731,358
+86% +$8.45M 0.84% 24
2019
Q1 		$9.99M Sell
850,548
-111,510
-12% -$1.22M 0.56% 29
2018
Q4 		$10.3M Buy
962,058
+895,794
+1,352% +$9.69M 0.65% 29
2018
Q3 		$704K Buy
66,264
+46,290
+232% +$534K 0.04% 139
2018
Q2 		$226K Buy
19,974
+6
+0% +$66 0.01% 155
2018
Q1 		$214K Buy
19,968
+624
+3% +$6.86K 0.01% 139
2017
Q4 		$216K Buy
+19,344
New +$203K 0.02% 138
2015
Q4 		– Sell
-177,378
Closed -$1.44M – 131
2015
Q3 		$1.44M Buy
+177,378
New +$1.46M 0.44% 42

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 7.7% in Q2 2026, buying an estimated $5.03M and bringing the position to 2,500,208 shares worth $70.6M. The position accounts for 0.12% of the portfolio, ranked #157.

Wealth Enhancement Advisory Services first reported a position in SCHB in Q3 2015 and has held it in 36 quarters since. The position peaked at $74.1M in Q4 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,500,208 shares of Schwab US Broad Market ETF worth $70.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 179,825 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.03M.
  • Schwab US Broad Market ETF made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #157 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 36 quarters since.
  • Wealth Enhancement Advisory Services's Schwab US Broad Market ETF position peaked at $74.1M in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.