Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 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 201,703 shares of SCHI stock, worth $4.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

201,703

Previous 190,887 5.67%

Holding current value

$4.44 Million

Previous $8.42 Million 10.6%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$43.73 - $46.29 $472,983 - $500,672	10,816 Added 5.67%	201,703 $9.31 Million
Q2 2024 Jul 16, 2024	BUY	$43.11 - $44.42 $1.3 Million - $1.34 Million	30,211 Added 18.8%	190,887 $8.42 Million
Q1 2024 Apr 15, 2024	BUY	$43.87 - $44.99 $1.31 Million - $1.34 Million	29,802 Added 22.77%	160,676 $7.15 Million
Q4 2023 Jan 30, 2024	BUY	$40.96 - $45.17 $1.23 Million - $1.35 Million	29,938 Added 29.66%	130,874 $5.88 Million
Q3 2023 Nov 13, 2023	BUY	$42.12 - $44.19 $4.05 Million - $4.25 Million	96,258 Added 2057.67%	100,936 $4.26 Million
Q2 2023 Jul 21, 2023	BUY	$43.63 - $45.06 $204,101 - $210,790	4,678 New	4,678 $206,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 5 10 Yr C Transaction History