Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,797,612 shares of SCHM stock, worth $168 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,797,612
Previous 5,903,425
1.79%
Holding current value
$168 Million
Previous $154 Million
5.26%
% of portfolio
0.29%
Previous 0.32%
Shares
34 transactions
Others Institutions Holding SCHM
# of Institutions
1,019Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.7 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$836 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$290 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$256 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$237 Million0.18% of portfolio