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 $104,306. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,001
Previous 4,001
-0.0%
Holding current value
$104,306
Previous $284,000
4.93%
% of portfolio
0.02%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$745 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$263 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$195 Million2.94% of portfolio