Wealth Enhancement Advisory Services
SCHW

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
2024
Q1 		– Sell
-3,500
Closed -$9.1K – 2560
2023
Q4 		$9.1K Buy
+3,500
New +$202K ﹤0.01% 2290

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