Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,969,917 shares of SCHV stock, worth $180 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,969,917
Previous 7,608,951 8.4%
Holding current value
$180 Million
Previous $198 Million 7.52%
% of portfolio
0.37%
Previous 0.4%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$25.77 - $27.6 $16.5 Million - $17.6 Million
-639,034 Reduced 8.4%
6,969,917 $183 Million
Q4 2024

Mar 17, 2025
BUY
$25.79 - $80.4 $129 Million - $401 Million
4,993,160 Added 190.89%
7,608,951 $198 Million
Q4 2024

Jan 10, 2025
BUY
$25.79 - $80.4 $1.71 Million - $5.32 Million
66,180 Added 2.6%
2,615,791 $68.2 Million
Q3 2024

Oct 23, 2024
SELL
$73.43 - $80.37 $2.41 Million - $2.63 Million
-32,762 Reduced 1.27%
2,549,611 $205 Million
Q2 2024

Jul 16, 2024
SELL
$71.74 - $75.86 $12.3 Million - $13 Million
-171,161 Reduced 6.22%
2,582,373 $191 Million
Q1 2024

Apr 15, 2024
SELL
$68.82 - $75.98 $260 Million - $287 Million
-3,782,174 Reduced 57.87%
2,753,534 $209 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $33.4 Million - $38.4 Million
546,444 Added 9.12%
6,535,708 $458 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $129 Million - $139 Million
1,997,280 Added 50.03%
5,989,264 $386 Million
Q2 2023

Jul 21, 2023
BUY
$63.33 - $67.21 $9.39 Million - $9.96 Million
148,200 Added 3.86%
3,991,984 $268 Million
Q1 2023

Apr 25, 2023
SELL
$62.59 - $69.3 $7.68 Million - $8.5 Million
-122,663 Reduced 3.09%
3,843,784 $252 Million
Q4 2022

Feb 01, 2023
BUY
$59.13 - $69.24 $11.1 Million - $13 Million
187,186 Added 4.95%
3,966,447 $262 Million
Q3 2022

Oct 17, 2022
BUY
$58.51 - $69.02 $11.4 Million - $13.5 Million
195,094 Added 5.44%
3,779,261 $226 Million
Q2 2022

Jul 18, 2022
BUY
$60.93 - $72.3 $15.1 Million - $17.9 Million
247,908 Added 7.43%
3,584,167 $227 Million
Q1 2022

Apr 18, 2022
BUY
$67.71 - $74.19 $3.63 Million - $3.98 Million
53,657 Added 1.63%
3,336,259 $238 Million
Q4 2021

Feb 08, 2022
BUY
$67.9 - $73.3 $6.76 Million - $7.3 Million
99,578 Added 3.13%
3,282,602 $233 Million
Q3 2021

Nov 03, 2021
BUY
$66.91 - $71.05 $3.24 Million - $3.44 Million
48,366 Added 1.54%
3,183,024 $227 Million
Q2 2021

Aug 10, 2021
BUY
$65.81 - $69.75 $4.19 Million - $4.44 Million
63,612 Added 2.07%
3,134,658 $215 Million
Q1 2021

May 12, 2021
SELL
$58.71 - $65.66 $7.09 Million - $7.93 Million
-120,702 Reduced 3.78%
3,071,046 $204 Million
Q4 2020

Feb 10, 2021
BUY
$50.83 - $59.53 $8.32 Million - $9.75 Million
163,772 Added 5.41%
3,191,748 $195 Million
Q3 2020

Nov 12, 2020
BUY
$49.44 - $54.86 $3.85 Million - $4.27 Million
77,915 Added 2.64%
3,027,976 $165 Million
Q2 2020

Oct 13, 2020
BUY
$42.21 - $55.29 $125 Million - $163 Million
2,950,061 New
2,950,061 $155 Million
Q2 2020

Aug 10, 2020
SELL
$42.21 - $55.29 $102 Million - $133 Million
-2,412,798 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$38.4 - $61.03 $68.5 Million - $109 Million
-1,784,612 Reduced 42.52%
2,412,798 $119 Million
Q4 2019

Feb 05, 2020
BUY
$54.73 - $60.25 $9.63 Million - $10.6 Million
175,932 Added 4.37%
4,197,410 $252 Million
Q3 2019

Nov 06, 2019
BUY
$56.56 - $57.5 $8.61 Million - $8.75 Million
152,224 Added 3.93%
4,021,478 $226 Million
Q2 2019

Aug 02, 2019
BUY
N/A
600,053 Added 18.35%
3,869,254 $222 Million
Q1 2019

Apr 30, 2019
BUY
N/A
163,439 Added 5.26%
3,269,201 $184 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-23,664 Reduced 0.76%
3,105,762 $163 Million
Q3 2018

Nov 02, 2018
BUY
N/A
319,903 Added 11.39%
3,129,426 $163 Million
Q2 2018

Jul 30, 2018
BUY
N/A
214,448 Added 8.26%
2,809,523 $153 Million
Q1 2018

Apr 26, 2018
BUY
N/A
276,993 Added 11.95%
2,595,075 $139 Million
Q4 2017

Jan 19, 2018
BUY
N/A
256,848 Added 12.46%
2,318,082 $131 Million
Q3 2017

Oct 18, 2017
BUY
N/A
2,061,234
2,061,234 $108 Million

Others Institutions Holding SCHV

# of Institutions
905
Shares Held
331M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email