Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Lowe Wealth Advisors, LLC
- $213 Million
- Q1 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 2,822 shares of SCHX stock, worth $184,784. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,822
Previous 3,222
12.41%
Holding current value
$184,784
Previous $181,000
3.31%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio