Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,562 shares of SCHK stock, worth $276,437. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,562
Previous 8,951 6.83%
Holding current value
$276,437
Previous $468,000 12.82%
% 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
$49.82 - $55.29 $30,440 - $33,782
611 Added 6.83%
9,562 $528,000
Q2 2024

Jul 16, 2024
BUY
$47.83 - $52.72 $13,918 - $15,341
291 Added 3.36%
8,951 $468,000
Q1 2024

Apr 15, 2024
BUY
$45.19 - $50.67 $948 - $1,064
21 Added 0.24%
8,660 $438,000
Q4 2023

Jan 30, 2024
SELL
$39.52 - $46.21 $9,247 - $10,813
-234 Reduced 2.64%
8,639 $397,000
Q3 2023

Nov 13, 2023
BUY
$41.08 - $44.27 $364,502 - $392,807
8,873 New
8,873 $366,000

Others Institutions Holding SCHK

# of Institutions
181
Shares Held
39.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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