Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Reit ETF 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 U.S. Reit ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 463,970 shares of SCHH stock, worth $10.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

463,970

Previous 465,782 0.39%

Holding current value

$10.1 Million

Previous $10.8 Million 9.46%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$20.55 - $23.26 $37,236 - $42,147	-1,812 Reduced 0.39%	463,970 $9.77 Million
Q3 2024 Oct 23, 2024	SELL	$19.78 - $23.53 $358,037 - $425,916	-18,101 Reduced 3.74%	465,782 $10.8 Million
Q2 2024 Jul 16, 2024	BUY	$18.53 - $20.2 $322,829 - $351,924	17,422 Added 3.73%	483,883 $9.66 Million
Q1 2024 Apr 15, 2024	SELL	$19.39 - $20.93 $31,353 - $33,843	-1,617 Reduced 0.35%	466,461 $9.47 Million
Q4 2023 Jan 30, 2024	BUY	$16.76 - $20.95 $1.09 Million - $1.36 Million	65,019 Added 16.13%	468,078 $9.69 Million
Q3 2023 Nov 13, 2023	BUY	$17.52 - $20.27 $7.06 Million - $8.17 Million	403,059 New	403,059 $7.15 Million
Q4 2022 Feb 01, 2023	BUY	$17.68 - $20.46 $347,076 - $401,650	19,631 New	19,631 $378,000

Others Institutions Holding SCHH

# of Institutions

552

Shares Held

184M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Reit ETF Transaction History