Wealth Enhancement Advisory Services’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74M	Buy	732,753 +27,635	+4%	+$2.52M	0.12%	145
2026 Q1	$64.6M	Sell	705,118 -447,723	-39%	-$43.9M	0.13%	141
2025 Q4	$119M	Buy	1,152,841 +23,762	+2%	+$2.25M	0.16%	110
2025 Q3	$106M	Buy	1,129,079 +15,356	+1%	+$1.46M	0.16%	123
2025 Q2	$102M	Buy	1,113,723 +26,368	+2%	+$2.21M	0.17%	118
2025 Q1	$85.1M	Buy	1,087,355 +95,336	+10%	+$7.48M	0.16%	121
2024 Q4	$73.4M	Buy	992,019 +54,716	+6%	+$4.09M	0.14%	143
2024 Q3	$60.7M	Buy	937,303 +9,799	+1%	+$644K	0.13%	159
2024 Q2	$68.3M	Sell	927,504 -48,973	-5%	-$3.62M	0.16%	130
2024 Q1	$70.6M	Buy	976,477 +31,664	+3%	+$2.09M	0.18%	118
2023 Q4	$65M	Buy	944,813 +1,294	+0.1%	+$74.7K	0.19%	120
2023 Q3	$51.8M	Buy	943,519 +934,179	+10,002%	+$56.5M	0.17%	128
2023 Q2	$529K	Sell	9,340 -1,176	-11%	-$61.6K	0.01%	345
2023 Q1	$551K	Buy	+10,516	New	+$770K	0.01%	380

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Charles Schwab (SCHW) stake by 3.9% in Q2 2026, buying an estimated $2.52M and bringing the position to 732,753 shares worth $74M. The position accounts for 0.12% of the portfolio, ranked #145.

Wealth Enhancement Advisory Services first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $119M in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Wealth Enhancement Advisory Services held 732,753 shares of Charles Schwab worth $74M as of Q2 2026.
Wealth Enhancement Advisory Services bought 27,635 Charles Schwab shares in Q2 2026, an estimated $2.52M.
Charles Schwab made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #145 holding.
Wealth Enhancement Advisory Services first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's Charles Schwab position peaked at $119M in Q4 2025.
384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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