Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 173,169 shares of SCHQ stock, worth $5.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
173,169
Previous 411,495 57.92%
Holding current value
$5.66 Million
Previous $12.9 Million 57.92%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
SELL
$31.33 - $35.13 $7.47 Million - $8.37 Million
-238,326 Reduced 57.92%
173,169 $5.44 Million
Q3 2024

Oct 23, 2024
BUY
$32.17 - $35.98 $8.27 Million - $9.25 Million
257,079 Added 166.48%
411,495 $14.4 Million
Q2 2024

Jul 16, 2024
BUY
$31.45 - $33.71 $4.32 Million - $4.63 Million
137,287 Added 801.49%
154,416 $5.07 Million
Q1 2024

Apr 15, 2024
BUY
$32.9 - $35.0 $563,544 - $599,515
17,129 New
17,129 $577,000

Others Institutions Holding SCHQ

# of Institutions
107
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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