Wealth Enhancement Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,680,531 shares of SCHR stock, worth $67.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,680,531
Previous 2,319,974 15.54%
Holding current value
$67.3 Million
Previous $58.3 Million 15.45%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 08, 2026
BUY
$25.03 - $25.34 $9.02 Million - $9.14 Million
360,557 Added 15.54%
2,680,531 $67.3 Million
Q3 2025

Oct 29, 2025
BUY
$24.69 - $25.26 $1.35 Million - $1.38 Million
54,620 Added 2.41%
2,319,974 $58.3 Million
Q2 2025

Jul 10, 2025
SELL
$24.54 - $25.07 $136,000 - $138,937
-5,542 Reduced 0.24%
2,265,354 $56.7 Million
Q1 2025

Apr 16, 2025
SELL
$24.05 - $24.86 $25.3 Million - $26.2 Million
-1,053,821 Reduced 31.7%
2,270,896 $56.3 Million
Q4 2024

Mar 17, 2025
BUY
$24.19 - $50.58 $38.3 Million - $80.1 Million
1,583,137 Added 90.9%
3,324,717 $80.8 Million
Q4 2024

Jan 10, 2025
BUY
$24.19 - $50.58 $16.5 Million - $34.4 Million
680,584 Added 64.15%
1,741,580 $42.3 Million
Q3 2024

Oct 23, 2024
BUY
$48.4 - $50.91 $772,464 - $812,523
15,960 Added 1.53%
1,060,996 $53.7 Million
Q2 2024

Jul 16, 2024
BUY
$47.85 - $49.0 $2.11 Million - $2.17 Million
44,192 Added 4.42%
1,045,036 $51 Million
Q1 2024

Apr 15, 2024
BUY
$48.64 - $49.88 $1.8 Million - $1.85 Million
37,053 Added 3.84%
1,000,844 $49.1 Million
Q4 2023

Jan 30, 2024
SELL
$47.09 - $49.87 $2.25 Million - $2.38 Million
-47,732 Reduced 4.72%
963,791 $47.9 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $30 Million - $31.1 Million
627,842 Added 163.64%
1,011,523 $48.5 Million
Q2 2023

Jul 21, 2023
SELL
$49.25 - $50.96 $745,103 - $770,973
-15,129 Reduced 3.79%
383,681 $18.9 Million
Q1 2023

Apr 25, 2023
SELL
$48.55 - $50.78 $664,940 - $695,482
-13,696 Reduced 3.32%
398,810 $20.1 Million
Q4 2022

Feb 01, 2023
SELL
$48.12 - $50.24 $4.87 Million - $5.08 Million
-101,107 Reduced 19.69%
412,506 $20.3 Million
Q3 2022

Oct 17, 2022
SELL
$48.68 - $52.54 $5.57 Million - $6.01 Million
-114,348 Reduced 18.21%
513,613 $25.1 Million
Q2 2022

Jul 18, 2022
BUY
$50.08 - $52.78 $923,875 - $973,685
18,448 Added 3.03%
627,961 $32.2 Million
Q1 2022

Apr 18, 2022
SELL
$52.72 - $55.84 $4.7 Million - $4.97 Million
-89,093 Reduced 12.75%
609,513 $32.2 Million
Q4 2021

Feb 08, 2022
BUY
$55.82 - $56.81 $1.61 Million - $1.64 Million
28,835 Added 4.31%
698,606 $38.5 Million
Q3 2021

Nov 03, 2021
BUY
$56.59 - $57.62 $2.52 Million - $2.57 Million
44,600 Added 7.13%
669,771 $37.6 Million
Q2 2021

Aug 10, 2021
BUY
$56.38 - $57.16 $2.13 Million - $2.15 Million
37,693 Added 6.42%
625,171 $35.8 Million
Q1 2021

May 12, 2021
BUY
$56.41 - $58.25 $2.3 Million - $2.37 Million
40,702 Added 7.44%
587,478 $33.2 Million
Q4 2020

Feb 10, 2021
BUY
$57.98 - $58.64 $1.71 Million - $1.73 Million
29,480 Added 5.7%
546,776 $31.6 Million
Q3 2020

Nov 12, 2020
BUY
$58.56 - $58.96 $1.02 Million - $1.03 Million
17,497 Added 3.5%
517,296 $30.2 Million
Q2 2020

Oct 13, 2020
BUY
$58.18 - $58.86 $29.1 Million - $29.4 Million
499,799 New
499,799 $29.4 Million
Q2 2020

Aug 10, 2020
SELL
$58.18 - $58.86 $36.6 Million - $37.1 Million
-629,794 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$55.04 - $58.78 $11 Million - $11.7 Million
-199,015 Reduced 24.01%
629,794 $37 Million
Q4 2019

Feb 05, 2020
BUY
$54.79 - $56.05 $5.41 Million - $5.54 Million
98,793 Added 13.53%
828,809 $45.5 Million
Q3 2019

Nov 06, 2019
BUY
$54.92 - $55.68 $7.17 Million - $7.27 Million
130,626 Added 21.79%
730,016 $40.5 Million
Q2 2019

Aug 02, 2019
BUY
N/A
281,524 Added 88.57%
599,390 $32.8 Million
Q1 2019

Apr 30, 2019
BUY
N/A
5,010 Added 1.6%
317,866 $17 Million
Q4 2018

Feb 04, 2019
BUY
N/A
89,928 Added 40.34%
312,856 $16.5 Million
Q3 2018

Nov 02, 2018
BUY
N/A
5,084 Added 2.33%
222,928 $11.5 Million
Q2 2018

Jul 30, 2018
BUY
N/A
10,839 Added 5.24%
217,844 $11.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
13,704 Added 7.09%
207,005 $10.8 Million
Q4 2017

Jan 19, 2018
BUY
N/A
22,309 Added 13.05%
193,301 $10.3 Million
Q3 2017

Oct 18, 2017
BUY
N/A
170,992
170,992 $9.19 Million

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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