Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,808,311 shares of SCHV stock, worth $190 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,808,311
Previous 6,969,917
2.32%
Holding current value
$190 Million
Previous $183 Million
2.69%
% of portfolio
0.34%
Previous 0.37%
Shares
34 transactions
Others Institutions Holding SCHV
# of Institutions
935Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio