Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1000 Index Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

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 146,452 shares of SCHK stock, worth $4.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
146,452
Previous 134,480 8.9%
Holding current value
$4.73 Million
Previous $4.01 Million 17.31%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$29.8 - $32.29 $356,765 - $386,575
11,972 Added 8.9%
146,452 $4.7 Million
Q2 2025

Jul 10, 2025
BUY
$23.87 - $29.82 $2.69 Million - $3.36 Million
112,539 Added 512.92%
134,480 $4.01 Million
Q1 2025

Apr 16, 2025
BUY
$26.53 - $29.63 $31,756 - $35,467
1,197 Added 5.77%
21,941 $587,000
Q4 2024

Mar 17, 2025
BUY
$27.45 - $55.56 $306,891 - $621,160
11,180 Added 116.9%
20,744 $587,000
Q4 2024

Jan 10, 2025
BUY
$27.45 - $55.56 $54 - $111
2 Added 0.02%
9,564 $270,000
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
239
Shares Held
71.4M
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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