Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Long Term Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 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 237,889 shares of SCHQ stock, worth $7.44 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
237,889
Previous 173,169
37.37%
Holding current value
$7.44 Million
Previous $5.44 Million
42.1%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHQ
# of Institutions
109Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$88.6 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.3MShares$40.8 Million0.11% of portfolio
-
Envestnet Asset Management Inc831KShares$26 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$12.9 Million2.36% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL356KShares$11.1 Million0.0% of portfolio