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

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 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 19,420,421 shares of SCHX stock, worth $515 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
19,420,421
Previous 19,566,506 0.75%
Holding current value
$515 Million
Previous $478 Million 6.97%
% of portfolio
0.84%
Previous 0.86%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$24.46 - $26.5 $3.57 Million - $3.87 Million
-146,085 Reduced 0.75%
19,420,421 $512 Million
Q2 2025

Jul 10, 2025
BUY
$19.6 - $24.44 $57.7 Million - $71.9 Million
2,942,434 Added 17.7%
19,566,506 $478 Million
Q1 2025

Apr 16, 2025
SELL
$21.75 - $24.28 $18.5 Million - $20.6 Million
-849,412 Reduced 4.86%
16,624,072 $365 Million
Q4 2024

Mar 17, 2025
BUY
$22.4 - $68.28 $258 Million - $785 Million
11,496,698 Added 192.36%
17,473,484 $405 Million
Q4 2024

Jan 10, 2025
BUY
$22.4 - $68.28 $7.82 Million - $23.8 Million
348,959 Added 6.2%
5,976,786 $139 Million
Q3 2024

Oct 23, 2024
SELL
$61.11 - $67.85 $66.2 Million - $73.5 Million
-1,083,335 Reduced 16.14%
5,627,827 $382 Million
Q2 2024

Jul 16, 2024
SELL
$58.7 - $64.78 $31.9 Million - $35.2 Million
-543,524 Reduced 7.49%
6,711,162 $431 Million
Q1 2024

Apr 15, 2024
SELL
$55.41 - $62.08 $14.2 Million - $15.9 Million
-256,872 Reduced 3.42%
7,254,686 $450 Million
Q4 2023

Jan 30, 2024
SELL
$48.47 - $56.6 $11.8 Million - $13.8 Million
-243,581 Reduced 3.14%
7,511,558 $424 Million
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $218 Million - $235 Million
4,326,652 Added 126.2%
7,755,139 $392 Million
Q2 2023

Jul 21, 2023
SELL
$47.67 - $52.37 $6.19 Million - $6.8 Million
-129,834 Reduced 3.65%
3,428,487 $180 Million
Q1 2023

Apr 25, 2023
BUY
$44.78 - $49.41 $4.11 Million - $4.53 Million
91,672 Added 2.64%
3,558,321 $172 Million
Q4 2022

Feb 01, 2023
SELL
$42.25 - $48.16 $3.92 Million - $4.47 Million
-92,749 Reduced 2.61%
3,466,649 $157 Million
Q3 2022

Oct 17, 2022
SELL
$42.35 - $51.01 $10.9 Million - $13.1 Million
-257,725 Reduced 6.75%
3,559,398 $153 Million
Q2 2022

Jul 18, 2022
BUY
$43.35 - $54.51 $20.6 Million - $25.9 Million
474,857 Added 14.21%
3,817,123 $176 Million
Q1 2022

Apr 18, 2022
BUY
$49.51 - $57.27 $82.5 Million - $95.4 Million
1,665,976 Added 99.38%
3,342,266 $182 Million
Q4 2021

Feb 08, 2022
BUY
$51.9 - $57.29 $2.62 Million - $2.89 Million
50,479 Added 3.1%
1,676,290 $179 Million
Q3 2021

Nov 03, 2021
BUY
$51.52 - $54.94 $1.59 Million - $1.7 Million
30,903 Added 1.94%
1,625,811 $180 Million
Q2 2021

Aug 10, 2021
BUY
$48.62 - $52.01 $3.59 Million - $3.84 Million
73,755 Added 4.85%
1,594,908 $168 Million
Q1 2021

May 12, 2021
BUY
$44.9 - $48.34 $1.71 Million - $1.84 Million
38,039 Added 2.56%
1,521,153 $150 Million
Q4 2020

Feb 10, 2021
BUY
$39.35 - $45.48 $2.49 Million - $2.87 Million
63,168 Added 4.45%
1,483,114 $136 Million
Q3 2020

Nov 12, 2020
BUY
$37.26 - $43.03 $80,481 - $92,944
2,160 Added 0.15%
1,419,946 $121 Million
Q2 2020

Oct 13, 2020
BUY
$29.25 - $38.76 $41.5 Million - $55 Million
1,417,786 New
1,417,786 $111 Million
Q2 2020

Aug 10, 2020
SELL
$29.25 - $38.76 $40.4 Million - $53.5 Million
-1,381,374 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$26.61 - $40.52 $12.8 Million - $19.6 Million
482,527 Added 53.68%
1,381,374 $94.1 Million
Q4 2019

Feb 05, 2020
BUY
$34.42 - $38.54 $841,087 - $941,763
24,436 Added 2.79%
898,847 $69 Million
Q3 2019

Nov 06, 2019
BUY
$35.28 - $36.01 $1.09 Million - $1.11 Million
30,961 Added 3.67%
874,411 $61.9 Million
Q2 2019

Aug 02, 2019
BUY
N/A
32,062 Added 3.95%
843,450 $60.9 Million
Q1 2019

Apr 30, 2019
BUY
N/A
35,076 Added 4.52%
811,388 $56.8 Million
Q4 2018

Feb 04, 2019
BUY
N/A
5,939 Added 0.77%
776,312 $49.4 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-610 Reduced 0.08%
770,373 $49.2 Million
Q2 2018

Jul 30, 2018
BUY
N/A
33,155 Added 4.49%
770,983 $51.5 Million
Q1 2018

Apr 26, 2018
BUY
N/A
23,086 Added 3.23%
737,828 $47 Million
Q4 2017

Jan 19, 2018
BUY
N/A
51,741 Added 7.8%
714,742 $47.5 Million
Q3 2017

Oct 18, 2017
BUY
N/A
663,001
663,001 $40.3 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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