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 1,796 shares of SCHX stock, worth $42,026. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,796 -0.0%
Holding current value
$42,026
Previous $115,000 5.22%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$58.7 - $64.78 $60,226 - $66,464
-1,026 Reduced 36.36%
1,796 $115,000
Q1 2024

Apr 08, 2024

SELL
$55.41 - $62.08 $22,164 - $24,832
-400 Reduced 12.41%
2,822 $175,000
Q4 2023

Jan 04, 2024

BUY
$48.47 - $56.6 $106,440 - $124,293
2,196 Added 214.04%
3,222 $181,000
Q1 2023

Apr 05, 2023

SELL
$44.78 - $49.41 $52,034 - $57,414
-1,162 Reduced 53.11%
1,026 $49,000
Q1 2022

Apr 08, 2022

BUY
$49.51 - $57.27 $108,327 - $125,306
2,188 New
2,188 $118,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.