Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,471,870 shares of SCHD stock, worth $316 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
11,471,870
Previous 3,631,391
215.91%
Holding current value
$316 Million
Previous $99.2 Million
215.91%
% of portfolio
0.63%
Previous 0.21%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio