Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,067,607 shares of SCHD stock, worth $327 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
12,067,607
Previous 11,654,619
3.54%
Holding current value
$327 Million
Previous $321 Million
0.51%
% of portfolio
0.58%
Previous 0.66%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
878MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$795 Million0.06% of portfolio