Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Lowe Wealth Advisors, LLC
- $230 Million
- Q3 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 75 shares of SCHD stock, worth $2,147. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$2,147
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio