Wealth Enhancement Trust Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Wealth Enhancement Trust Services, Inc.
- $792 Billion
- Q4 2025
A detailed history of Wealth Enhancement Trust Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wealth Enhancement Trust Services, Inc. holds 228,459 shares of SCHM stock, worth $6.66 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
228,459Holding current value
$6.66 Million% of portfolio
0.87%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,067Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
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Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio