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

Wealth Enhancement Advisory Services, LLC

$49.5 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 11,471,870 shares of SCHD stock, worth $318 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

11,471,870

Previous 3,631,391 215.91%

Holding current value

$318 Million

Previous $99.2 Million 215.91%

% of portfolio

0.63%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$26.93 - $84.95 $211 Million - $666 Million	7,840,479 Added 215.91%	11,471,870 $313 Million
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

1,948

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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