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 $116,189. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,001
Previous 4,001
-0.0%
Holding current value
$116,189
Previous $284,000
4.93%
% of portfolio
0.02%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
960Shares Held
142MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$753 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio