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

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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