Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 51,418 shares of SCHQ stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51,418
Previous 33,685 52.64%
Holding current value
$1.65 Million
Previous $1.09 Million 51.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
$32.05 - $33.17 $568,342 - $588,203
17,733 Added 52.64%
51,418 $1.65 Million
Q3 2025

Oct 29, 2025
SELL
$30.81 - $32.63 $122,069 - $129,280
-3,962 Reduced 10.52%
33,685 $1.09 Million
Q2 2025

Jul 10, 2025
SELL
$30.46 - $33.4 $6.1 Million - $6.69 Million
-200,242 Reduced 84.17%
37,647 $1.2 Million
Q1 2025

Apr 16, 2025
BUY
$30.72 - $33.22 $1.99 Million - $2.15 Million
64,720 Added 37.37%
237,889 $7.73 Million
Q4 2024

Mar 17, 2025
SELL
$31.33 - $35.13 $7.47 Million - $8.37 Million
-238,326 Reduced 57.92%
173,169 $5.44 Million
Q3 2024

Oct 23, 2024
BUY
$32.17 - $35.98 $8.27 Million - $9.25 Million
257,079 Added 166.48%
411,495 $14.4 Million
Q2 2024

Jul 16, 2024
BUY
$31.45 - $33.71 $4.32 Million - $4.63 Million
137,287 Added 801.49%
154,416 $5.07 Million
Q1 2024

Apr 15, 2024
BUY
$32.9 - $35.0 $563,544 - $599,515
17,129 New
17,129 $577,000

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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