Lowell Blake & Associates Inc. Schwab Strategic U.S. Mid Cap Transaction History
Lowell Blake & Associates Inc.
- $1.4 Billion
- Q3 2023
A detailed history of Lowell Blake & Associates Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lowell Blake & Associates Inc. holds 4,001 shares of SCHM stock, worth $113,428. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,001
Previous 4,001
-0.0%
Holding current value
$113,428
Previous $284,000
4.93%
% of portfolio
0.02%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,022Shares Held
284MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$251 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$237 Million7.39% of portfolio