Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,903,425 shares of SCHM stock, worth $145 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,903,425
Previous 6,089,280
3.05%
Holding current value
$145 Million
Previous $169 Million
8.44%
% of portfolio
0.32%
Previous 0.34%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio