Wealth Enhancement Advisory Services, LLC Schwab Short Term Us Treasury Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,396,302 shares of SCHO stock, worth $34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,396,302

Previous 2,140,452 34.77%

Holding current value

$34 Million

Previous $51.5 Million 34.03%

% of portfolio

0.07%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$24.1 - $24.33 $17.9 Million - $18.1 Million	-744,150 Reduced 34.77%	1,396,302 $34 Million
Q4 2024 Mar 17, 2025	BUY	$24.06 - $48.88 $24.3 Million - $49.4 Million	1,010,936 Added 89.5%	2,140,452 $51.5 Million
Q4 2024 Jan 10, 2025	BUY	$24.06 - $48.88 $11.5 Million - $23.4 Million	478,279 Added 73.44%	1,129,516 $27.2 Million
Q3 2024 Oct 23, 2024	BUY	$47.93 - $49.06 $10.6 Million - $10.8 Million	220,411 Added 51.16%	651,237 $31.9 Million
Q2 2024 Jul 16, 2024	BUY	$47.75 - $48.13 $1.58 Million - $1.59 Million	33,120 Added 8.33%	430,826 $20.7 Million
Q1 2024 Apr 15, 2024	BUY	$48.05 - $48.63 $615,232 - $622,658	12,804 Added 3.33%	397,706 $19.2 Million
Q4 2023 Jan 30, 2024	BUY	$47.66 - $48.45 $401,869 - $408,530	8,432 Added 2.24%	384,902 $18.6 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $48.2 $17.4 Million - $17.5 Million	363,959 Added 2909.11%	376,470 $18 Million
Q2 2023 Jul 21, 2023	BUY	$48.06 - $48.89 $94,966 - $96,606	1,976 Added 18.76%	12,511 $601,000
Q1 2023 Apr 25, 2023	BUY	$47.8 - $49.0 $503,572 - $516,215	10,535 New	10,535 $514,000
Q1 2022 Apr 18, 2022	SELL	$49.47 - $50.82 $288,706 - $296,585	-5,836 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$50.83 - $51.21 $63,791 - $64,268	1,255 Added 27.4%	5,836 $294,000
Q3 2021 Nov 03, 2021	SELL	$51.18 - $51.3 $59.6 Million - $59.7 Million	-1,164,623 Reduced 99.61%	4,581 $234,000
Q2 2021 Aug 10, 2021	BUY	$51.19 - $51.33 $2.3 Million - $2.31 Million	44,931 Added 4.0%	1,169,204 $59.9 Million
Q1 2021 May 12, 2021	BUY	$51.27 - $51.41 $6.96 Million - $6.98 Million	135,738 Added 13.73%	1,124,273 $57.7 Million
Q4 2020 Feb 10, 2021	BUY	$51.37 - $51.48 $5.4 Million - $5.41 Million	105,104 Added 11.9%	988,535 $50.8 Million
Q3 2020 Nov 12, 2020	BUY	$51.49 - $51.63 $9.14 Million - $9.17 Million	177,598 Added 25.16%	883,431 $45.4 Million
Q2 2020 Oct 13, 2020	BUY	$51.53 - $51.71 $36.4 Million - $36.5 Million	705,833 New	705,833 $36.4 Million
Q2 2020 Aug 10, 2020	SELL	$51.53 - $51.71 $29.3 Million - $29.4 Million	-568,898 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$50.48 - $51.73 $837,665 - $858,407	-16,594 Reduced 2.83%	568,898 $29.4 Million
Q4 2019 Feb 05, 2020	BUY	$50.38 - $50.71 $2.41 Million - $2.42 Million	47,783 Added 8.89%	585,492 $29.6 Million
Q3 2019 Nov 06, 2019	BUY	$50.39 - $50.59 $1.63 Million - $1.63 Million	32,318 Added 6.39%	537,709 $27.2 Million
Q2 2019 Aug 02, 2019	BUY	N/A	25,525 Added 5.32%	505,391 $25.5 Million
Q1 2019 Apr 30, 2019	BUY	N/A	17,520 Added 3.79%	479,866 $24 Million
Q4 2018 Feb 04, 2019	BUY	N/A	20,181 Added 4.56%	462,346 $23 Million
Q3 2018 Nov 02, 2018	BUY	N/A	31,683 Added 7.72%	442,165 $21.9 Million
Q2 2018 Jul 30, 2018	BUY	N/A	36,407 Added 9.73%	410,482 $20.4 Million
Q1 2018 Apr 26, 2018	BUY	N/A	52,017 Added 16.15%	374,075 $18.6 Million
Q4 2017 Jan 19, 2018	BUY	N/A	46,579 Added 16.91%	322,058 $16.1 Million
Q3 2017 Oct 18, 2017	BUY	N/A	275,479	275,479 $13.9 Million

Others Institutions Holding SCHO

# of Institutions

676

Shares Held

350M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Wealth Enhancement Advisory Services, LLC Schwab Short Term Us Treasury Transaction History