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

Lowe Wealth Advisors, LLC

$268 Million
Q3 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,595 shares of SCHX stock, worth $121,951. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,595

Previous 4,373 5.08%

Holding current value

$121,951

Previous $106,000 14.15%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$24.46 - $26.5 $5,430 - $5,883	222 Added 5.08%	4,595 $121,000
Q2 2025 Jul 07, 2025	SELL	$19.6 - $24.44 $19,894 - $24,806	-1,015 Reduced 18.84%	4,373 $106,000
Q4 2024 Jan 10, 2025	BUY	$22.4 - $68.28 $80,460 - $245,261	3,592 Added 200.0%	5,388 $124,000
Q2 2024 Jul 09, 2024	SELL	$58.7 - $64.78 $60,226 - $66,464	-1,026 Reduced 36.36%	1,796 $115,000
Q1 2024 Apr 08, 2024	SELL	$55.41 - $62.08 $22,164 - $24,832	-400 Reduced 12.41%	2,822 $175,000

Q4 2023 Jan 04, 2024	BUY	$48.47 - $56.6 $106,440 - $124,293	2,196 Added 214.04%	3,222 $181,000
Q1 2023 Apr 05, 2023	SELL	$44.78 - $49.41 $52,034 - $57,414	-1,162 Reduced 53.11%	1,026 $49,000
Q1 2022 Apr 08, 2022	BUY	$49.51 - $57.27 $108,327 - $125,306	2,188 New	2,188 $118,000

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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