Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 56,952 shares of SCHI stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56,952
Previous 415,607 86.3%
Holding current value
$1.28 Million
Previous $9.17 Million 86.09%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Apr 16, 2025
SELL
$21.77 - $22.56 $7.81 Million - $8.09 Million
-358,655 Reduced 86.3%
56,952 $1.28 Million
Q4 2024

Mar 17, 2025
BUY
$22.02 - $46.16 $4.71 Million - $9.87 Million
213,904 Added 106.05%
415,607 $9.17 Million
Q3 2024

Oct 23, 2024
BUY
$43.73 - $46.29 $472,983 - $500,672
10,816 Added 5.67%
201,703 $9.31 Million
Q2 2024

Jul 16, 2024
BUY
$43.11 - $44.42 $1.3 Million - $1.34 Million
30,211 Added 18.8%
190,887 $8.42 Million
Q1 2024

Apr 15, 2024
BUY
$43.87 - $44.99 $1.31 Million - $1.34 Million
29,802 Added 22.77%
160,676 $7.15 Million
Q4 2023

Jan 30, 2024
BUY
$40.96 - $45.17 $1.23 Million - $1.35 Million
29,938 Added 29.66%
130,874 $5.88 Million
Q3 2023

Nov 13, 2023
BUY
$42.12 - $44.19 $4.05 Million - $4.25 Million
96,258 Added 2057.67%
100,936 $4.26 Million
Q2 2023

Jul 21, 2023
BUY
$43.63 - $45.06 $204,101 - $210,790
4,678 New
4,678 $206,000

Others Institutions Holding SCHI

# of Institutions
226
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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