Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Broad M 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 Us Broad M stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,775,960 shares of SCHB stock, worth $71.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,775,960
Previous 2,455,959 13.03%
Holding current value
$71.7 Million
Previous $63.1 Million 13.51%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 08, 2026
BUY
$25.2 - $26.46 $8.06 Million - $8.47 Million
320,001 Added 13.03%
2,775,960 $71.7 Million
Q3 2025

Oct 29, 2025
BUY
$23.82 - $25.84 $4.65 Million - $5.05 Million
195,411 Added 8.64%
2,455,959 $63.1 Million
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $3.15 Million - $3.93 Million
165,048 Added 7.88%
2,260,548 $53.9 Million
Q1 2025

Apr 16, 2025
BUY
$21.23 - $23.75 $3.8 Million - $4.25 Million
178,997 Added 9.34%
2,095,500 $44.9 Million
Q4 2024

Mar 17, 2025
BUY
$22.01 - $66.82 $29.4 Million - $89.2 Million
1,335,604 Added 229.92%
1,916,503 $43.5 Million
Q4 2024

Jan 10, 2025
BUY
$22.01 - $66.82 $25,311 - $76,842
1,150 Added 0.2%
580,899 $13.2 Million
Q3 2024

Oct 23, 2024
BUY
$59.93 - $66.52 $911,295 - $1.01 Million
15,206 Added 2.69%
579,749 $38.6 Million
Q2 2024

Jul 16, 2024
BUY
$57.57 - $63.3 $2.48 Million - $2.72 Million
43,025 Added 8.25%
564,543 $35.5 Million
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $386,966 - $432,600
-7,086 Reduced 1.34%
521,518 $31.8 Million
Q4 2023

Jan 30, 2024
BUY
$47.61 - $55.91 $1 Million - $1.17 Million
21,015 Added 4.14%
528,604 $29.4 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $16.9 Million - $18.3 Million
341,750 Added 206.07%
507,589 $25.3 Million
Q2 2023

Jul 21, 2023
SELL
$47.08 - $51.7 $2.24 Million - $2.46 Million
-47,666 Reduced 22.33%
165,839 $8.57 Million
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $1.83 Million - $2.03 Million
41,255 Added 23.95%
213,505 $10.2 Million
Q4 2022

Feb 01, 2023
SELL
$41.94 - $47.81 $60,771 - $69,276
-1,449 Reduced 0.83%
172,250 $7.72 Million
Q3 2022

Oct 17, 2022
SELL
$41.99 - $50.63 $157,462 - $189,862
-3,750 Reduced 2.11%
173,699 $7.41 Million
Q2 2022

Jul 18, 2022
BUY
$42.93 - $53.98 $134,327 - $168,903
3,129 Added 1.79%
177,449 $8.09 Million
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $3.68 Million - $4.26 Million
74,917 Added 75.37%
174,320 $9.4 Million
Q4 2021

Feb 08, 2022
SELL
$51.87 - $56.86 $613,051 - $672,028
-11,819 Reduced 10.63%
99,403 $10.5 Million
Q3 2021

Nov 03, 2021
BUY
$51.32 - $54.83 $113,263 - $121,009
2,207 Added 2.02%
111,222 $12.3 Million
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $1.11 Million - $1.19 Million
-22,763 Reduced 17.27%
109,015 $11.4 Million
Q1 2021

May 12, 2021
SELL
$44.89 - $48.81 $32,410 - $35,240
-722 Reduced 0.54%
131,778 $13.1 Million
Q4 2020

Feb 10, 2021
SELL
$39.03 - $45.5 $135,395 - $157,839
-3,469 Reduced 2.55%
132,500 $12.2 Million
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $98,787 - $113,741
-2,675 Reduced 1.93%
135,969 $11.5 Million
Q2 2020

Oct 13, 2020
SELL
$28.84 - $38.49 $81.1 Million - $108 Million
-2,811,417 Reduced 95.3%
138,644 $10.8 Million
Q2 2020

Aug 10, 2020
BUY
$28.84 - $38.49 $79.2 Million - $106 Million
2,747,403 Added 1355.68%
2,950,061 $155 Million
Q1 2020

May 01, 2020
SELL
$26.18 - $40.44 $3.22 Million - $4.98 Million
-123,159 Reduced 37.8%
202,658 $13.6 Million
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $666,408 - $745,867
19,333 Added 6.31%
325,817 $25.1 Million
Q3 2019

Nov 06, 2019
BUY
$35.32 - $36.13 $1.51 Million - $1.55 Million
42,833 Added 16.25%
306,484 $21.7 Million
Q2 2019

Aug 02, 2019
BUY
N/A
121,893 Added 85.99%
263,651 $19.1 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-18,585 Reduced 11.59%
141,758 $9.99 Million
Q4 2018

Feb 04, 2019
BUY
N/A
149,299 Added 1351.86%
160,343 $10.3 Million
Q3 2018

Nov 02, 2018
BUY
N/A
7,715 Added 231.75%
11,044 $704,000
Q2 2018

Jul 30, 2018
BUY
N/A
1 Added 0.03%
3,329 $226,000
Q1 2018

Apr 26, 2018
BUY
N/A
104 Added 3.23%
3,328 $214,000
Q4 2017

Jan 19, 2018
BUY
N/A
3,224
3,224 $216,000

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
493M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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