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 $109,547. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,001
Previous 4,001
-0.0%
Holding current value
$109,547
Previous $284,000
4.93%
% of portfolio
0.02%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.61 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$792 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$275 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$243 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$225 Million0.18% of portfolio