Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1 5 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 1 5 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,586 shares of SCHJ stock, worth $209,755. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,586
Previous 7,671 11.93%
Holding current value
$209,755
Previous $370,000 14.86%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$48.09 - $49.69 $44,002 - $45,466
915 Added 11.93%
8,586 $425,000
Q2 2024

Jul 16, 2024
BUY
$47.73 - $48.35 $106,772 - $108,158
2,237 Added 41.17%
7,671 $370,000
Q1 2024

Apr 15, 2024
SELL
$48.03 - $48.53 $9,125 - $9,220
-190 Reduced 3.38%
5,434 $262,000
Q4 2023

Jan 30, 2024
SELL
$46.51 - $48.38 $206,457 - $214,758
-4,439 Reduced 44.11%
5,624 $272,000
Q3 2023

Nov 13, 2023
BUY
$46.87 - $47.5 $471,652 - $477,992
10,063 New
10,063 $472,000

Others Institutions Holding SCHJ

# of Institutions
107
Shares Held
3.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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