Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,140,092 shares of SCHM stock, worth $167 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,140,092
Previous 2,190,208 2.29%
Holding current value
$167 Million
Previous $165 Million 5.64%
% of portfolio
0.47%
Previous 0.49%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$72.89 - $81.43 $3.65 Million - $4.08 Million
-50,116 Reduced 2.29%
2,140,092 $174 Million
Q4 2023

Jan 30, 2024
SELL
$63.01 - $75.95 $16 Million - $19.3 Million
-254,537 Reduced 10.41%
2,190,208 $165 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $142 Million - $158 Million
2,130,408 Added 677.75%
2,444,745 $165 Million
Q2 2023

Jul 21, 2023
SELL
$65.29 - $71.03 $65,094 - $70,816
-997 Reduced 0.32%
314,337 $22.3 Million
Q1 2023

Apr 25, 2023
SELL
$64.24 - $73.9 $1.06 Million - $1.21 Million
-16,436 Reduced 4.95%
315,334 $21.4 Million
Q4 2022

Feb 01, 2023
SELL
$64.3 - $69.94 $18.3 Million - $19.9 Million
-283,837 Reduced 46.11%
331,770 $21.8 Million
Q3 2022

Oct 17, 2022
SELL
N/A
-22,977 Reduced 3.6%
615,607 $38.3 Million
Q2 2022

Jul 18, 2022
BUY
N/A
54,409 Added 9.31%
638,584 $41.2 Million
Q1 2022

Apr 18, 2022
BUY
N/A
1,353 Added 0.23%
584,175 $44.6 Million
Q4 2021

Feb 08, 2022
BUY
N/A
2,132 Added 0.37%
582,822 $43.4 Million
Q3 2021

Nov 03, 2021
BUY
N/A
4,973 Added 0.86%
580,690 $47.1 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-17,174 Reduced 2.9%
575,717 $44.1 Million
Q1 2021

May 12, 2021
SELL
N/A
-44,364 Reduced 6.96%
592,891 $45.2 Million
Q4 2020

Feb 10, 2021
BUY
N/A
1,710 Added 0.27%
637,255 $45.3 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-659 Reduced 0.1%
635,545 $37.9 Million
Q2 2020

Oct 13, 2020
BUY
N/A
636,204 New
636,204 $35.1 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-547,303 Closed
0 $0
Q1 2020

May 01, 2020
SELL
N/A
-109,300 Reduced 16.65%
547,303 $26.1 Million
Q4 2019

Feb 05, 2020
BUY
N/A
12,452 Added 1.93%
656,603 $39.5 Million
Q3 2019

Nov 06, 2019
BUY
N/A
43 Added 0.01%
644,151 $36.1 Million
Q2 2019

Aug 02, 2019
BUY
N/A
413,791 Added 179.66%
644,108 $37.4 Million
Q1 2019

Apr 30, 2019
BUY
N/A
8,276 Added 3.73%
230,317 $13.2 Million
Q4 2018

Feb 04, 2019
BUY
N/A
1,209 Added 0.55%
222,041 $11.6 Million
Q3 2018

Nov 02, 2018
BUY
N/A
1,514 Added 0.69%
220,832 $11.4 Million
Q2 2018

Jul 30, 2018
BUY
N/A
8,450 Added 4.01%
219,318 $12.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
8,836 Added 4.37%
210,868 $11.2 Million
Q4 2017

Jan 19, 2018
BUY
N/A
14,100 Added 7.5%
202,032 $11.1 Million
Q3 2017

Oct 18, 2017
BUY
N/A
187,932
187,932 $9.52 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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