A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,021,520 shares of SCHP stock, worth $54.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,021,520
Previous 1,300,448 21.45%
Holding current value
$54.2 Million
Previous $67.8 Million 21.67%
% of portfolio
0.13%
Previous 0.18%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$51.1 - $52.24 $14.3 Million - $14.6 Million
-278,928 Reduced 21.45%
1,021,520 $53.1 Million
Q1 2024

Apr 15, 2024

SELL
$51.32 - $52.45 $1.91 Million - $1.95 Million
-37,121 Reduced 2.78%
1,300,448 $67.8 Million
Q4 2023

Jan 30, 2024

SELL
$49.69 - $52.46 $15.4 Million - $16.2 Million
-309,261 Reduced 18.78%
1,337,569 $69.8 Million
Q3 2023

Nov 13, 2023

BUY
$50.37 - $52.48 $9.13 Million - $9.51 Million
181,273 Added 12.37%
1,646,830 $83.1 Million
Q2 2023

Jul 21, 2023

SELL
$52.18 - $54.02 $12.2 Million - $12.6 Million
-233,441 Reduced 13.74%
1,465,557 $76.8 Million
Q1 2023

Apr 25, 2023

BUY
$51.68 - $53.62 $9.57 Million - $9.92 Million
185,091 Added 12.23%
1,698,998 $91.1 Million
Q4 2022

Feb 01, 2023

SELL
$51.7 - $53.83 $6.74 Million - $7.01 Million
-130,298 Reduced 7.92%
1,513,907 $78.4 Million
Q3 2022

Oct 17, 2022

BUY
N/A
104,075 Added 6.76%
1,644,205 $85.4 Million
Q2 2022

Jul 18, 2022

BUY
N/A
175,000 Added 12.82%
1,540,130 $85.5 Million
Q1 2022

Apr 18, 2022

BUY
N/A
89,449 Added 7.01%
1,365,130 $82.1 Million
Q4 2021

Feb 08, 2022

BUY
N/A
127,309 Added 11.09%
1,275,681 $78.2 Million
Q3 2021

Nov 03, 2021

BUY
N/A
188,206 Added 19.6%
1,148,372 $72.8 Million
Q2 2021

Aug 10, 2021

BUY
N/A
42,748 Added 4.66%
960,166 $60.6 Million
Q1 2021

May 12, 2021

BUY
N/A
109,942 Added 13.62%
917,418 $56.1 Million
Q4 2020

Feb 10, 2021

BUY
N/A
48,685 Added 6.42%
807,476 $50 Million
Q3 2020

Nov 12, 2020

BUY
N/A
94,532 Added 14.23%
758,791 $46.7 Million
Q2 2020

Oct 13, 2020

BUY
N/A
623,390 Added 1525.34%
664,259 $40.5 Million
Q2 2020

Aug 10, 2020

SELL
N/A
-565,827 Reduced 93.26%
40,869 $3.54 Million
Q1 2020

May 01, 2020

SELL
N/A
-15,826 Reduced 2.54%
606,696 $36.1 Million
Q4 2019

Feb 05, 2020

BUY
N/A
50,967 Added 8.92%
622,522 $35.3 Million
Q3 2019

Nov 06, 2019

BUY
N/A
41,895 Added 7.91%
571,555 $32.3 Million
Q2 2019

Aug 02, 2019

BUY
N/A
8,295 Added 1.59%
529,660 $29.7 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-50,320 Reduced 8.8%
521,365 $28.6 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-135,765 Reduced 19.19%
571,685 $30.5 Million
Q3 2018

Nov 02, 2018

BUY
N/A
99,624 Added 16.39%
707,450 $37.7 Million
Q2 2018

Jul 30, 2018

BUY
N/A
50,000 Added 8.96%
607,826 $33.4 Million
Q1 2018

Apr 26, 2018

BUY
N/A
61,004 Added 12.28%
557,826 $30.6 Million
Q4 2017

Jan 19, 2018

BUY
N/A
54,063 Added 12.21%
496,822 $27.4 Million
Q3 2017

Oct 18, 2017

BUY
N/A
442,759
442,759 $24.4 Million

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.