Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	BUY	$25.61 - $30.82 $5,659 - $6,811	221 New	221 $6,000
Q3 2019 Oct 08, 2019	SELL	$25.08 - $25.94 $9,304 - $9,623	-371 Closed	0 $0
Q4 2017 Jan 18, 2018	BUY	N/A	371	371 $10,000

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.5 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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