Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Intl Small Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 261,813 shares of SCHC stock, worth $11.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
261,813
Previous 264,121 0.87%
Holding current value
$11.8 Million
Previous $12 Million 1.9%
% of portfolio
0.02%
Previous 0.02%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$44.43 - $46.12 $102,544 - $106,444
-2,308 Reduced 0.87%
261,813 $11.8 Million
Q3 2025

Oct 29, 2025
SELL
$42.28 - $45.71 $123,119 - $133,107
-2,912 Reduced 1.09%
264,121 $12 Million
Q2 2025

Jul 10, 2025
SELL
$32.41 - $42.59 $1.2 Million - $1.57 Million
-36,923 Reduced 12.15%
267,033 $11.4 Million
Q1 2025

Apr 16, 2025
SELL
$33.57 - $37.22 $8.91 Million - $9.88 Million
-265,320 Reduced 46.61%
303,956 $11 Million
Q4 2024

Mar 17, 2025
SELL
$33.93 - $38.37 $507,864 - $574,322
-14,968 Reduced 2.56%
569,276 $19.5 Million
Q4 2024

Jan 10, 2025
SELL
$33.93 - $38.37 $33,319 - $37,679
-982 Reduced 0.17%
584,244 $20.1 Million
Q3 2024

Oct 23, 2024
SELL
$34.48 - $38.87 $379,935 - $428,308
-11,019 Reduced 1.85%
585,226 $22.5 Million
Q2 2024

Jul 16, 2024
SELL
$34.12 - $36.71 $2.52 Million - $2.71 Million
-73,781 Reduced 11.01%
596,245 $21.2 Million
Q1 2024

Apr 15, 2024
SELL
$33.2 - $35.86 $2.55 Million - $2.75 Million
-76,699 Reduced 10.27%
670,026 $24 Million
Q4 2023

Jan 30, 2024
SELL
$30.0 - $35.05 $641,460 - $749,439
-21,382 Reduced 2.78%
746,725 $26.1 Million
Q3 2023

Nov 13, 2023
BUY
$32.0 - $35.51 $7.7 Million - $8.54 Million
240,489 Added 45.58%
768,107 $24.8 Million
Q2 2023

Jul 21, 2023
SELL
$32.67 - $34.58 $72.3 Million - $76.5 Million
-2,211,639 Reduced 80.74%
527,618 $17.8 Million
Q1 2023

Apr 25, 2023
BUY
$31.54 - $34.93 $1.11 Million - $1.23 Million
35,098 Added 1.3%
2,739,257 $92.3 Million
Q4 2022

Feb 01, 2023
BUY
$27.31 - $32.98 $5.94 Million - $7.17 Million
217,483 Added 8.75%
2,704,159 $85.1 Million
Q3 2022

Oct 17, 2022
BUY
$27.46 - $34.27 $3.14 Million - $3.91 Million
114,194 Added 4.81%
2,486,676 $69.8 Million
Q2 2022

Jul 18, 2022
BUY
$31.0 - $38.49 $10.4 Million - $12.9 Million
334,441 Added 16.41%
2,372,482 $74.3 Million
Q1 2022

Apr 18, 2022
BUY
$34.89 - $41.24 $603,248 - $713,039
17,290 Added 0.86%
2,038,041 $78.4 Million
Q4 2021

Feb 08, 2022
BUY
$39.06 - $43.63 $4.51 Million - $5.04 Million
115,430 Added 6.06%
2,020,751 $77.7 Million
Q3 2021

Nov 03, 2021
BUY
$40.41 - $44.08 $1.3 Million - $1.41 Million
32,047 Added 1.71%
1,905,321 $82.4 Million
Q2 2021

Aug 10, 2021
BUY
$40.16 - $43.04 $4.41 Million - $4.72 Million
109,722 Added 6.22%
1,873,274 $78.1 Million
Q1 2021

May 12, 2021
SELL
$37.4 - $40.42 $5.83 Million - $6.3 Million
-155,757 Reduced 8.12%
1,763,552 $71.3 Million
Q4 2020

Feb 10, 2021
BUY
$31.39 - $37.85 $2.04 Million - $2.46 Million
65,072 Added 3.51%
1,919,309 $72.8 Million
Q3 2020

Nov 12, 2020
SELL
$29.72 - $33.44 $935,377 - $1.05 Million
-31,473 Reduced 1.67%
1,854,237 $63 Million
Q2 2020

Oct 13, 2020
BUY
$23.02 - $31.17 $10.8 Million - $14.6 Million
467,924 Added 33.0%
1,885,710 $59.4 Million
Q2 2020

Aug 10, 2020
SELL
$23.02 - $31.17 $22.4 Million - $30.4 Million
-974,435 Reduced 40.73%
1,417,786 $111 Million
Q1 2020

May 01, 2020
SELL
$20.7 - $34.9 $22.5 Million - $38 Million
-1,088,029 Reduced 31.26%
2,392,221 $63.9 Million
Q4 2019

Feb 05, 2020
BUY
$31.2 - $34.65 $8.4 Million - $9.33 Million
269,220 Added 8.38%
3,480,250 $121 Million
Q3 2019

Nov 06, 2019
BUY
$31.72 - $32.37 $4.93 Million - $5.03 Million
155,457 Added 5.09%
3,211,030 $103 Million
Q2 2019

Aug 02, 2019
BUY
N/A
695,421 Added 29.47%
3,055,573 $98.9 Million
Q1 2019

Apr 30, 2019
BUY
N/A
453,168 Added 23.76%
2,360,152 $78.4 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-376,605 Reduced 16.49%
1,906,984 $59.2 Million
Q3 2018

Nov 02, 2018
BUY
N/A
283,431 Added 14.17%
2,283,589 $72.4 Million
Q2 2018

Jul 30, 2018
BUY
N/A
144,463 Added 7.78%
2,000,158 $72.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
187,337 Added 11.23%
1,855,695 $68.7 Million
Q4 2017

Jan 19, 2018
BUY
N/A
211,912 Added 14.55%
1,668,358 $63.5 Million
Q3 2017

Oct 18, 2017
BUY
N/A
1,456,446
1,456,446 $52.1 Million

Others Institutions Holding SCHC

# of Institutions
511
Shares Held
45M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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