Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,317,743 shares of SCHE stock, worth $61.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,317,743
Previous 2,343,233
1.09%
Holding current value
$61.5 Million
Previous $62.4 Million
2.55%
% of portfolio
0.13%
Previous 0.13%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio