Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 291,626 shares of SCHJ stock, worth $7.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

291,626

Previous 8,586 3296.53%

Holding current value

$7.17 Million

Previous $209,000 3301.44%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$24.31 - $49.53 $6.88 Million - $14 Million	283,040 Added 3296.53%	291,626 $7.11 Million
Q3 2024 Oct 23, 2024	BUY	$48.09 - $49.69 $44,002 - $45,466	915 Added 11.93%	8,586 $425,000
Q2 2024 Jul 16, 2024	BUY	$47.73 - $48.35 $106,772 - $108,158	2,237 Added 41.17%	7,671 $370,000
Q1 2024 Apr 15, 2024	SELL	$48.03 - $48.53 $9,125 - $9,220	-190 Reduced 3.38%	5,434 $262,000
Q4 2023 Jan 30, 2024	SELL	$46.51 - $48.38 $206,457 - $214,758	-4,439 Reduced 44.11%	5,624 $272,000
Q3 2023 Nov 13, 2023	BUY	$46.87 - $47.5 $471,652 - $477,992	10,063 New	10,063 $472,000

Others Institutions Holding SCHJ

# of Institutions

117

Shares Held

7.28M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History