Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q1 2025
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 326 shares of SCHD stock, worth $8,368. This represents 0.0% of its overall portfolio holdings.
Number of Shares
326
Previous 225
44.89%
Holding current value
$8,368
Previous $6,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio