Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 324,547 shares of SCHH stock, worth $7.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
324,547
Previous 356,421 8.94%
Holding current value
$7.07 Million
Previous $7.59 Million 9.54%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$18.94 - $21.67 $603,693 - $690,709
-31,874 Reduced 8.94%
324,547 $6.87 Million
Q1 2025

Apr 16, 2025
SELL
$20.2 - $22.24 $1.67 Million - $1.84 Million
-82,589 Reduced 18.81%
356,421 $7.59 Million
Q4 2024

Mar 17, 2025
SELL
$20.55 - $23.26 $512,928 - $580,569
-24,960 Reduced 5.38%
439,010 $9.25 Million
Q4 2024

Jan 10, 2025
SELL
$20.55 - $23.26 $37,236 - $42,147
-1,812 Reduced 0.39%
463,970 $9.77 Million
Q3 2024

Oct 23, 2024
SELL
$19.78 - $23.53 $358,037 - $425,916
-18,101 Reduced 3.74%
465,782 $10.8 Million
Q2 2024

Jul 16, 2024
BUY
$18.53 - $20.2 $322,829 - $351,924
17,422 Added 3.73%
483,883 $9.66 Million
Q1 2024

Apr 15, 2024
SELL
$19.39 - $20.93 $31,353 - $33,843
-1,617 Reduced 0.35%
466,461 $9.47 Million
Q4 2023

Jan 30, 2024
BUY
$16.76 - $20.95 $1.09 Million - $1.36 Million
65,019 Added 16.13%
468,078 $9.69 Million
Q3 2023

Nov 13, 2023
BUY
$17.52 - $20.27 $7.06 Million - $8.17 Million
403,059 New
403,059 $7.15 Million
Q4 2022

Feb 01, 2023
BUY
$17.68 - $20.46 $347,076 - $401,650
19,631 New
19,631 $378,000

Others Institutions Holding SCHH

# of Institutions
563
Shares Held
178M
Call Options Held
18.2K
Put Options Held
7.5K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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