Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 326 shares of SCHD stock, worth $8,880. This represents 0.0% of its overall portfolio holdings.
Number of Shares
326
Previous 326
-0.0%
Holding current value
$8,880
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,061Shares Held
865MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio