Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Dividen 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 Us Dividen stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,631,391 shares of SCHD stock, worth $98.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,631,391
Previous 3,629,338 0.06%
Holding current value
$98.1 Million
Previous $307 Million 67.66%
% of portfolio
0.21%
Previous 0.69%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$26.93 - $84.95 $55,287 - $174,402
2,053 Added 0.06%
3,631,391 $99.2 Million
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $7.83 Million - $8.65 Million
101,637 Added 2.88%
3,629,338 $307 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $11.5 Million - $12.2 Million
152,061 Added 4.5%
3,527,701 $274 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $11 Million - $11.8 Million
146,702 Added 4.54%
3,375,640 $272 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $90.2 Million - $103 Million
1,348,703 Added 71.73%
3,228,938 $246 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $114 Million - $122 Million
1,611,718 Added 600.23%
1,880,235 $133 Million
Q2 2023

Jul 21, 2023
BUY
$69.18 - $73.94 $1.26 Million - $1.35 Million
18,270 Added 7.3%
268,517 $19.5 Million
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $9.09 Million - $10.1 Million
129,347 Added 106.99%
250,247 $18.3 Million
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $2.25 Million - $2.65 Million
33,457 Added 38.26%
120,900 $9.13 Million
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $901,986 - $1.06 Million
13,578 Added 18.38%
87,443 $5.91 Million
Q2 2022

Jul 18, 2022
SELL
$70.31 - $80.24 $202,281 - $230,850
-2,877 Reduced 3.75%
73,865 $5.36 Million
Q1 2022

Apr 18, 2022
SELL
$75.14 - $81.94 $186,798 - $203,702
-2,486 Reduced 3.14%
76,742 $6.09 Million
Q4 2021

Feb 08, 2022
SELL
$74.93 - $80.86 $8,467 - $9,137
-113 Reduced 0.14%
79,228 $6.23 Million
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $331,288 - $348,694
4,463 Added 5.96%
79,341 $6.19 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $151,112 - $160,036
2,061 Added 2.83%
74,878 $5.69 Million
Q1 2021

May 12, 2021
BUY
$63.23 - $73.67 $4.6 Million - $5.36 Million
72,817 New
72,817 $5.39 Million

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
282M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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