Lowe Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	BUY	$25.61 - $30.82 $5,659 - $6,811	221 New	221 $6,000
Q3 2019 Oct 08, 2019	SELL	$25.08 - $25.94 $9,304 - $9,623	-371 Closed	0 $0
Q4 2017 Jan 18, 2018	BUY	N/A	371	371 $10,000

Others Institutions Holding SCHE

# of Institutions

817

Shares Held

143M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

20.4M
Shares

$570 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$522 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$233 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$97 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$66.3 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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