Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

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 2,753,534 shares of SCHV stock, worth $204 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
2,753,534
Previous 6,535,708 57.87%
Holding current value
$204 Million
Previous $458 Million 54.34%
% of portfolio
0.57%
Previous 1.35%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$68.82 - $75.98 $260 Million - $287 Million
-3,782,174 Reduced 57.87%
2,753,534 $209 Million
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $33.4 Million - $38.4 Million
546,444 Added 9.12%
6,535,708 $458 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $129 Million - $139 Million
1,997,280 Added 50.03%
5,989,264 $386 Million
Q2 2023

Jul 21, 2023
BUY
$63.33 - $67.21 $9.39 Million - $9.96 Million
148,200 Added 3.86%
3,991,984 $268 Million
Q1 2023

Apr 25, 2023
SELL
$62.59 - $69.3 $7.68 Million - $8.5 Million
-122,663 Reduced 3.09%
3,843,784 $252 Million
Q4 2022

Feb 01, 2023
BUY
$64.27 - $69.24 $12 Million - $13 Million
187,186 Added 4.95%
3,966,447 $262 Million
Q3 2022

Oct 17, 2022
BUY
N/A
195,094 Added 5.44%
3,779,261 $226 Million
Q2 2022

Jul 18, 2022
BUY
N/A
247,908 Added 7.43%
3,584,167 $227 Million
Q1 2022

Apr 18, 2022
BUY
N/A
53,657 Added 1.63%
3,336,259 $238 Million
Q4 2021

Feb 08, 2022
BUY
N/A
99,578 Added 3.13%
3,282,602 $233 Million
Q3 2021

Nov 03, 2021
BUY
N/A
48,366 Added 1.54%
3,183,024 $227 Million
Q2 2021

Aug 10, 2021
BUY
N/A
63,612 Added 2.07%
3,134,658 $215 Million
Q1 2021

May 12, 2021
SELL
N/A
-120,702 Reduced 3.78%
3,071,046 $204 Million
Q4 2020

Feb 10, 2021
BUY
N/A
163,772 Added 5.41%
3,191,748 $195 Million
Q3 2020

Nov 12, 2020
BUY
N/A
77,915 Added 2.64%
3,027,976 $165 Million
Q2 2020

Oct 13, 2020
BUY
N/A
2,950,061 New
2,950,061 $155 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-2,412,798 Closed
0 $0
Q1 2020

May 01, 2020
SELL
N/A
-1,784,612 Reduced 42.52%
2,412,798 $119 Million
Q4 2019

Feb 05, 2020
BUY
N/A
175,932 Added 4.37%
4,197,410 $252 Million
Q3 2019

Nov 06, 2019
BUY
N/A
152,224 Added 3.93%
4,021,478 $226 Million
Q2 2019

Aug 02, 2019
BUY
N/A
600,053 Added 18.35%
3,869,254 $222 Million
Q1 2019

Apr 30, 2019
BUY
N/A
163,439 Added 5.26%
3,269,201 $184 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-23,664 Reduced 0.76%
3,105,762 $163 Million
Q3 2018

Nov 02, 2018
BUY
N/A
319,903 Added 11.39%
3,129,426 $163 Million
Q2 2018

Jul 30, 2018
BUY
N/A
214,448 Added 8.26%
2,809,523 $153 Million
Q1 2018

Apr 26, 2018
BUY
N/A
276,993 Added 11.95%
2,595,075 $139 Million
Q4 2017

Jan 19, 2018
BUY
N/A
256,848 Added 12.46%
2,318,082 $131 Million
Q3 2017

Oct 18, 2017
BUY
N/A
2,061,234
2,061,234 $108 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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