Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 237,889 shares of SCHQ stock, worth $7.43 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

237,889

Previous 173,169 37.37%

Holding current value

$7.43 Million

Previous $5.44 Million 42.1%

% of portfolio

0.02%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$30.72 - $33.22 $1.99 Million - $2.15 Million	64,720 Added 37.37%	237,889 $7.73 Million
Q4 2024 Mar 17, 2025	SELL	$31.33 - $35.13 $7.47 Million - $8.37 Million	-238,326 Reduced 57.92%	173,169 $5.44 Million
Q3 2024 Oct 23, 2024	BUY	$32.17 - $35.98 $8.27 Million - $9.25 Million	257,079 Added 166.48%	411,495 $14.4 Million
Q2 2024 Jul 16, 2024	BUY	$31.45 - $33.71 $4.32 Million - $4.63 Million	137,287 Added 801.49%	154,416 $5.07 Million
Q1 2024 Apr 15, 2024	BUY	$32.9 - $35.0 $563,544 - $599,515	17,129 New	17,129 $577,000

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
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Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term Transaction History