Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q1 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,339 shares of SCHA stock, worth $31,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,339
Previous 1,339 -0.0%
Holding current value
$31,439
Previous $34,000 8.82%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$25.33 - $51.16 $33,916 - $68,503
1,339 New
1,339 $34,000
Q4 2023

Jan 04, 2024
SELL
$38.13 - $48.02 $4,575 - $5,762
-120 Reduced 23.08%
400 $18,000
Q2 2022

Jul 07, 2022
SELL
$37.88 - $48.01 $2,386 - $3,024
-63 Reduced 10.81%
520 $20,000
Q1 2022

Apr 08, 2022
BUY
$44.42 - $51.73 $25,896 - $30,158
583 New
583 $28,000

Others Institutions Holding SCHA

# of Institutions
1,258
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email