Wealth Enhancement Advisory Services, LLC Schwab Short Term Us Treasury Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,744,373 shares of SCHO stock, worth $67 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,744,373
Previous 1,451,447 89.08%
Holding current value
$67 Million
Previous $35.4 Million 89.23%
% of portfolio
0.11%
Previous 0.06%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$24.23 - $24.42 $31.3 Million - $31.6 Million
1,292,926 Added 89.08%
2,744,373 $67 Million
Q2 2025

Jul 10, 2025
BUY
$24.19 - $24.45 $1.33 Million - $1.35 Million
55,145 Added 3.95%
1,451,447 $35.4 Million
Q1 2025

Apr 16, 2025
SELL
$24.1 - $24.34 $17.9 Million - $18.1 Million
-744,150 Reduced 34.77%
1,396,302 $34 Million
Q4 2024

Mar 17, 2025
BUY
$24.06 - $48.88 $24.3 Million - $49.4 Million
1,010,936 Added 89.5%
2,140,452 $51.5 Million
Q4 2024

Jan 10, 2025
BUY
$24.06 - $48.88 $11.5 Million - $23.4 Million
478,279 Added 73.44%
1,129,516 $27.2 Million
Q3 2024

Oct 23, 2024
BUY
$47.93 - $49.06 $10.6 Million - $10.8 Million
220,411 Added 51.16%
651,237 $31.9 Million
Q2 2024

Jul 16, 2024
BUY
$47.75 - $48.13 $1.58 Million - $1.59 Million
33,120 Added 8.33%
430,826 $20.7 Million
Q1 2024

Apr 15, 2024
BUY
$48.05 - $48.63 $615,232 - $622,658
12,804 Added 3.33%
397,706 $19.2 Million
Q4 2023

Jan 30, 2024
BUY
$47.66 - $48.45 $401,869 - $408,530
8,432 Added 2.24%
384,902 $18.6 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $48.2 $17.4 Million - $17.5 Million
363,959 Added 2909.11%
376,470 $18 Million
Q2 2023

Jul 21, 2023
BUY
$48.06 - $48.89 $94,966 - $96,606
1,976 Added 18.76%
12,511 $601,000
Q1 2023

Apr 25, 2023
BUY
$47.8 - $49.0 $503,572 - $516,215
10,535 New
10,535 $514,000
Q1 2022

Apr 18, 2022
SELL
$49.47 - $50.82 $288,706 - $296,585
-5,836 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$50.83 - $51.21 $63,791 - $64,268
1,255 Added 27.4%
5,836 $294,000
Q3 2021

Nov 03, 2021
SELL
$51.18 - $51.3 $59.6 Million - $59.7 Million
-1,164,623 Reduced 99.61%
4,581 $234,000
Q2 2021

Aug 10, 2021
BUY
$51.19 - $51.33 $2.3 Million - $2.31 Million
44,931 Added 4.0%
1,169,204 $59.9 Million
Q1 2021

May 12, 2021
BUY
$51.27 - $51.41 $6.96 Million - $6.98 Million
135,738 Added 13.73%
1,124,273 $57.7 Million
Q4 2020

Feb 10, 2021
BUY
$51.37 - $51.48 $5.4 Million - $5.41 Million
105,104 Added 11.9%
988,535 $50.8 Million
Q3 2020

Nov 12, 2020
BUY
$51.49 - $51.63 $9.14 Million - $9.17 Million
177,598 Added 25.16%
883,431 $45.4 Million
Q2 2020

Oct 13, 2020
BUY
$51.53 - $51.71 $36.4 Million - $36.5 Million
705,833 New
705,833 $36.4 Million
Q2 2020

Aug 10, 2020
SELL
$51.53 - $51.71 $29.3 Million - $29.4 Million
-568,898 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$50.48 - $51.73 $837,665 - $858,407
-16,594 Reduced 2.83%
568,898 $29.4 Million
Q4 2019

Feb 05, 2020
BUY
$50.38 - $50.71 $2.41 Million - $2.42 Million
47,783 Added 8.89%
585,492 $29.6 Million
Q3 2019

Nov 06, 2019
BUY
$50.39 - $50.59 $1.63 Million - $1.63 Million
32,318 Added 6.39%
537,709 $27.2 Million
Q2 2019

Aug 02, 2019
BUY
N/A
25,525 Added 5.32%
505,391 $25.5 Million
Q1 2019

Apr 30, 2019
BUY
N/A
17,520 Added 3.79%
479,866 $24 Million
Q4 2018

Feb 04, 2019
BUY
N/A
20,181 Added 4.56%
462,346 $23 Million
Q3 2018

Nov 02, 2018
BUY
N/A
31,683 Added 7.72%
442,165 $21.9 Million
Q2 2018

Jul 30, 2018
BUY
N/A
36,407 Added 9.73%
410,482 $20.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
52,017 Added 16.15%
374,075 $18.6 Million
Q4 2017

Jan 19, 2018
BUY
N/A
46,579 Added 16.91%
322,058 $16.1 Million
Q3 2017

Oct 18, 2017
BUY
N/A
275,479
275,479 $13.9 Million

Others Institutions Holding SCHO

# of Institutions
717
Shares Held
322M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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