Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Sell	116,778 -7,537	-6%	-$263K	0.01%	1116
2026 Q1	$3.93M	Sell	124,315 -21,946	-15%	-$719K	0.01%	1022
2025 Q4	$4.88M	Sell	146,261 -191	-0.1%	-$6.21K	0.01%	1031
2025 Q3	$4.72M	Buy	146,452 +11,972	+9%	+$371K	0.01%	983
2025 Q2	$4.06M	Buy	134,480 +112,539	+513%	+$3.1M	0.01%	993
2025 Q1	$591K	Buy	21,941 +1,197	+6%	+$34K	﹤0.01%	1935
2024 Q4	$587K	Buy	20,744 +1,620	+8%	+$46.1K	﹤0.01%	1870
2024 Q3	$529K	Buy	19,124 +1,222	+7%	+$32.5K	﹤0.01%	1798
2024 Q2	$468K	Buy	17,902 +582	+3%	+$14.7K	﹤0.01%	1686
2024 Q1	$439K	Buy	17,320 +42	+0.2%	+$1.01K	﹤0.01%	1660
2023 Q4	$398K	Sell	17,278 -468	-3%	-$10.1K	﹤0.01%	1647
2023 Q3	$366K	Buy	+17,746	New	+$381K	﹤0.01%	1617

Other funds holding SCHK

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return