Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,671 shares of SCHJ stock, worth $378,563. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,671
Previous 5,434
41.17%
Holding current value
$378,563
Previous $262,000
41.22%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio