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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 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 20,744 shares of SCHK stock, worth $566,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,744

Previous 9,564 116.9%

Holding current value

$566,933

Previous $270,000 117.41%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

202

Shares Held

69.9M

Call Options Held

3.9K

Put Options Held

6.9K

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About SCHWAB STRATEGIC TR 1000 INDEX

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