Lowe Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Lowe Wealth Advisors, LLC

  • $252 Million
  • Q2 2025

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 2,124 shares of SCHM stock, worth $61,829. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,124
Previous 2,124 -0.0%
Holding current value
$61,829
Previous $55,000 7.27%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$27.54 - $83.04 $38,996 - $117,584
1,416 Added 200.0%
2,124 $58,000
Q4 2023

Jan 04, 2024
BUY
$63.01 - $75.95 $44,611 - $53,772
708 New
708 $53,000

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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