Lowe Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Lowe Wealth Advisors, LLC
- $230 Million
- Q3 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 708 shares of SCHM stock, worth $20,163. This represents 0.03% of its overall portfolio holdings.
Number of Shares
708
Previous 708
-0.0%
Holding current value
$20,163
Previous $55,000
5.45%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$738 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$205 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$92.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$67.5 Million0.18% of portfolio