Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 12,067,607 shares of SCHD stock, worth $322 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
12,067,607
Previous 11,654,619 3.54%
Holding current value
$322 Million
Previous $321 Million 0.51%
% of portfolio
0.58%
Previous 0.66%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $10 Million - $11.5 Million
412,988 Added 3.54%
12,067,607 $320 Million
Q1 2025

Apr 16, 2025
BUY
$27.01 - $28.54 $4.94 Million - $5.22 Million
182,749 Added 1.59%
11,654,619 $321 Million
Q4 2024

Mar 17, 2025
BUY
$26.93 - $84.95 $211 Million - $666 Million
7,840,479 Added 215.91%
11,471,870 $313 Million
Q4 2024

Jan 10, 2025
BUY
$26.93 - $84.95 $55,287 - $174,402
2,053 Added 0.06%
3,631,391 $99.2 Million
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $7.83 Million - $8.65 Million
101,637 Added 2.88%
3,629,338 $307 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $11.5 Million - $12.2 Million
152,061 Added 4.5%
3,527,701 $274 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $11 Million - $11.8 Million
146,702 Added 4.54%
3,375,640 $272 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $90.2 Million - $103 Million
1,348,703 Added 71.73%
3,228,938 $246 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $114 Million - $122 Million
1,611,718 Added 600.23%
1,880,235 $133 Million
Q2 2023

Jul 21, 2023
BUY
$69.18 - $73.94 $1.26 Million - $1.35 Million
18,270 Added 7.3%
268,517 $19.5 Million
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $9.09 Million - $10.1 Million
129,347 Added 106.99%
250,247 $18.3 Million
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $2.25 Million - $2.65 Million
33,457 Added 38.26%
120,900 $9.13 Million
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $901,986 - $1.06 Million
13,578 Added 18.38%
87,443 $5.91 Million
Q2 2022

Jul 18, 2022
SELL
$70.31 - $80.24 $202,281 - $230,850
-2,877 Reduced 3.75%
73,865 $5.36 Million
Q1 2022

Apr 18, 2022
SELL
$75.14 - $81.94 $186,798 - $203,702
-2,486 Reduced 3.14%
76,742 $6.09 Million
Q4 2021

Feb 08, 2022
SELL
$74.93 - $80.86 $8,467 - $9,137
-113 Reduced 0.14%
79,228 $6.23 Million
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $331,288 - $348,694
4,463 Added 5.96%
79,341 $6.19 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $151,112 - $160,036
2,061 Added 2.83%
74,878 $5.69 Million
Q1 2021

May 12, 2021
BUY
$63.23 - $73.67 $4.6 Million - $5.36 Million
72,817 New
72,817 $5.39 Million

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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