SCUS β€” SCHWAB STRATEGIC TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SCHWAB STRATEGIC TR (SCUS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows SCUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held SCUS β€” position size vs. price
% of Fund (quarterly)    SCUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,538 +1,315 +8.6% 0.00% $416K 2026-04-08 $25.14
2025 Q4 REDUCED 15,223 -9 -0.1% 0.00% $384K 2026-01-08 $24.96
2025 Q3 ADDED 15,232 +643 +4.4% 0.00% $383K 2025-10-29 $24.77
2025 Q2 REDUCED 14,589 -9 -0.1% 0.00% $366K 2025-07-10 $24.39
2025 Q1 INITIATED 14,598 β€” β€” 0.00% $368K 2025-04-16 $24.16

🏒 Other funds also holding SCUS

As of 2026 Q1 β€” sorted by position size

Hummer Financial Advisory Services Inc 3Y 0.44% Sculati Wealth Management, LLC 3Y 0.13% WOLFF WIESE MAGANA LLC 3Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and SCUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning SCUS?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SCUS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCUS position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SCUS was 0.00% in 2026 Q1.

What is the latest reported SCUS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 16,538 shares, equal to 0.00% of portfolio, with an estimated market value of $416K.

What does the chart on this SCUS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly SCUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings