Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,042,382 shares of SCHM stock, worth $57.4 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,042,382
Previous 2,070,818
1.37%
Holding current value
$57.4 Million
Previous $161 Million
5.29%
% of portfolio
0.38%
Previous 0.4%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio