Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C 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 1 5 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 299,200 shares of SCHJ stock, worth $7.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
299,200
Previous 296,637 0.86%
Holding current value
$7.41 Million
Previous $7.31 Million 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 10, 2025
BUY
$24.32 - $24.81 $62,332 - $63,588
2,563 Added 0.86%
299,200 $7.42 Million
Q1 2025

Apr 16, 2025
BUY
$24.29 - $24.65 $121,717 - $123,521
5,011 Added 1.72%
296,637 $7.31 Million
Q4 2024

Mar 17, 2025
BUY
$24.31 - $49.53 $6.88 Million - $14 Million
283,040 Added 3296.53%
291,626 $7.11 Million
Q3 2024

Oct 23, 2024
BUY
$48.09 - $49.69 $44,002 - $45,466
915 Added 11.93%
8,586 $425,000
Q2 2024

Jul 16, 2024
BUY
$47.73 - $48.35 $106,772 - $108,158
2,237 Added 41.17%
7,671 $370,000
Q1 2024

Apr 15, 2024
SELL
$48.03 - $48.53 $9,125 - $9,220
-190 Reduced 3.38%
5,434 $262,000
Q4 2023

Jan 30, 2024
SELL
$46.51 - $48.38 $206,457 - $214,758
-4,439 Reduced 44.11%
5,624 $272,000
Q3 2023

Nov 13, 2023
BUY
$46.87 - $47.5 $471,652 - $477,992
10,063 New
10,063 $472,000

Others Institutions Holding SCHJ

# of Institutions
131
Shares Held
7.67M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
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