Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 190,887 shares of SCHI stock, worth $4.31 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
190,887
Previous 160,676
18.8%
Holding current value
$4.31 Million
Previous $7.15 Million
17.77%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
195Shares Held
136MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.7 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$89.2 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$83.2 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$13.4 Million0.01% of portfolio