Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
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 2,070,818 shares of SCHM stock, worth $172 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
2,070,818
Previous 2,140,092
3.24%
Holding current value
$172 Million
Previous $174 Million
7.51%
% of portfolio
0.4%
Previous 0.47%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio