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

Wealth Enhancement Advisory Services, LLC

  • $46.2 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 411,495 shares of SCHQ stock, worth $13.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
411,495
Previous 411,495 -0.0%
Holding current value
$13.3 Million
Previous $14.4 Million 10.18%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
11.7M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email