Wealth Enhancement Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,066,258 shares of SCHM stock, worth $60.3 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,066,258
Previous 2,042,382
1.17%
Holding current value
$60.3 Million
Previous $170 Million
66.26%
% of portfolio
0.12%
Previous 0.38%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
955Shares Held
133MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio