Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 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 11,654,619 shares of SCHD stock, worth $296 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
11,654,619
Previous 11,471,870
1.59%
Holding current value
$296 Million
Previous $313 Million
2.56%
% of portfolio
0.66%
Previous 0.63%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,968Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio