Lowery Thomas, LLC Schwab Strategic Tr Us Small C Transaction History
Lowery Thomas, LLC
- $170 Million
- Q3 2025
A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lowery Thomas, LLC holds 20,652 shares of SCHA stock, worth $566,484. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,652
Previous 17,289
19.45%
Holding current value
$566,484
Previous $437,000
31.81%
% of portfolio
0.34%
Previous 0.28%
Shares
14 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio