Wealth Enhancement Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,549,611 shares of SCHV stock, worth $67.1 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
2,549,611
Previous 2,582,373
1.27%
Holding current value
$67.1 Million
Previous $191 Million
7.11%
% of portfolio
0.46%
Previous 0.48%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio