Wealth Enhancement Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,630,218 shares of SCHZ stock, worth $84.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,630,218
Previous 3,579,337 1.42%
Holding current value
$84.9 Million
Previous $82.9 Million 2.82%
% of portfolio
0.14%
Previous 0.15%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$22.9 - $23.58 $1.17 Million - $1.2 Million
50,881 Added 1.42%
3,630,218 $85.2 Million
Q2 2025

Jul 10, 2025
SELL
$22.68 - $23.28 $2.54 Million - $2.6 Million
-111,822 Reduced 3.03%
3,579,337 $82.9 Million
Q1 2025

Apr 16, 2025
BUY
$22.46 - $23.26 $5.72 Million - $5.92 Million
254,568 Added 7.41%
3,691,159 $85.4 Million
Q4 2024

Mar 17, 2025
BUY
$22.63 - $47.53 $38.7 Million - $81.3 Million
1,711,070 Added 99.16%
3,436,591 $78 Million
Q4 2024

Jan 10, 2025
SELL
$22.63 - $47.53 $152,232 - $319,734
-6,727 Reduced 0.39%
1,725,521 $39.2 Million
Q3 2024

Oct 23, 2024
SELL
$45.2 - $47.87 $1.73 Million - $1.83 Million
-38,244 Reduced 2.16%
1,732,248 $82.3 Million
Q2 2024

Jul 16, 2024
SELL
$44.66 - $45.99 $3.8 Million - $3.92 Million
-85,171 Reduced 4.59%
1,770,492 $80.7 Million
Q1 2024

Apr 15, 2024
SELL
$45.44 - $46.67 $11.9 Million - $12.2 Million
-262,029 Reduced 12.37%
1,855,663 $85.4 Million
Q4 2023

Jan 30, 2024
SELL
$43.09 - $46.83 $10.8 Million - $11.7 Million
-250,200 Reduced 10.57%
2,117,692 $98.7 Million
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $33.6 Million - $35.2 Million
760,627 Added 47.32%
2,367,892 $105 Million
Q2 2023

Jul 21, 2023
SELL
$45.86 - $47.33 $20 Million - $20.6 Million
-435,041 Reduced 21.3%
1,607,265 $74.2 Million
Q1 2023

Apr 25, 2023
SELL
$45.33 - $47.44 $176 Million - $185 Million
-3,889,147 Reduced 65.57%
2,042,306 $95.8 Million
Q4 2022

Feb 01, 2023
SELL
$44.04 - $47.03 $21.8 Million - $23.3 Million
-494,695 Reduced 7.7%
5,931,453 $271 Million
Q3 2022

Oct 17, 2022
BUY
$44.98 - $49.09 $4.72 Million - $5.15 Million
104,894 Added 1.66%
6,426,148 $289 Million
Q2 2022

Jul 18, 2022
BUY
$46.62 - $50.36 $20.1 Million - $21.7 Million
430,556 Added 7.31%
6,321,254 $301 Million
Q1 2022

Apr 18, 2022
BUY
$50.05 - $53.52 $16.9 Million - $18.1 Million
338,487 Added 6.1%
5,890,698 $297 Million
Q4 2021

Feb 08, 2022
BUY
$53.63 - $54.52 $17.9 Million - $18.2 Million
332,977 Added 6.38%
5,552,211 $292 Million
Q3 2021

Nov 03, 2021
BUY
$54.26 - $55.17 $21.7 Million - $22 Million
399,577 Added 8.29%
5,219,234 $282 Million
Q2 2021

Aug 10, 2021
BUY
$53.9 - $54.6 $18 Million - $18.2 Million
333,115 Added 7.42%
4,819,657 $265 Million
Q1 2021

May 12, 2021
BUY
$53.75 - $55.97 $30.5 Million - $31.7 Million
566,897 Added 14.46%
4,486,542 $243 Million
Q4 2020

Feb 10, 2021
BUY
$55.56 - $56.23 $23.7 Million - $24 Million
427,002 Added 12.23%
3,919,645 $218 Million
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $32.2 Million - $32.7 Million
574,762 Added 19.7%
3,492,643 $196 Million
Q2 2020

Oct 13, 2020
BUY
$54.35 - $56.24 $91.4 Million - $94.6 Million
1,681,859 Added 136.07%
2,917,881 $165 Million
Q2 2020

Aug 10, 2020
SELL
$54.35 - $56.24 $71 Million - $73.5 Million
-1,307,014 Reduced 51.4%
1,236,022 $62.6 Million
Q1 2020

May 01, 2020
SELL
$50.33 - $56.09 $11.3 Million - $12.5 Million
-223,540 Reduced 8.08%
2,543,036 $142 Million
Q4 2019

Feb 05, 2020
BUY
$53.21 - $54.14 $12.3 Million - $12.5 Million
230,857 Added 9.1%
2,766,576 $148 Million
Q3 2019

Nov 06, 2019
BUY
$53.15 - $53.86 $8.32 Million - $8.43 Million
156,571 Added 6.58%
2,535,719 $136 Million
Q2 2019

Aug 02, 2019
BUY
N/A
476,622 Added 25.05%
2,379,148 $126 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-163,480 Reduced 7.91%
1,902,526 $98 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-426,101 Reduced 17.1%
2,066,006 $105 Million
Q3 2018

Nov 02, 2018
BUY
N/A
157,222 Added 6.73%
2,492,107 $124 Million
Q2 2018

Jul 30, 2018
BUY
N/A
185,234 Added 8.62%
2,334,885 $118 Million
Q1 2018

Apr 26, 2018
BUY
N/A
403,963 Added 23.14%
2,149,651 $109 Million
Q4 2017

Jan 19, 2018
BUY
N/A
241,938 Added 16.09%
1,745,688 $90.5 Million
Q3 2017

Oct 18, 2017
BUY
N/A
1,503,750
1,503,750 $78.5 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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