Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,260,548 shares of SCHB stock, worth $54 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,260,548
Previous 2,095,500
7.88%
Holding current value
$54 Million
Previous $44.9 Million
19.9%
% of portfolio
0.1%
Previous 0.09%
Shares
33 transactions
Others Institutions Holding SCHB
# of Institutions
1,301Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio