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 $321 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
$321 Million
Previous $321 Million
0.51%
% of portfolio
0.58%
Previous 0.66%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
2,018Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio