Lowery Thomas, LLC Schwab Strategic Tr Us Small C Transaction History

Lowery Thomas, LLC

  • $131 Million
  • Q1 2024

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 16,308 shares of SCHA stock, worth $773,651. This represents 0.61% of its overall portfolio holdings.

Number of Shares
16,308
Previous 16,865 3.3%
Holding current value
$773,651
Previous $796,000 0.88%
% of portfolio
0.61%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $24,975 - $27,426
-557 Reduced 3.3%
16,308 $803,000
Q4 2023

Feb 05, 2024
BUY
$38.13 - $48.02 $37,214 - $46,867
976 Added 6.14%
16,865 $796,000
Q3 2023

Nov 01, 2023
BUY
$40.85 - $46.1 $7,516 - $8,482
184 Added 1.17%
15,889 $658,000
Q2 2023

Jul 31, 2023
BUY
$39.91 - $43.82 $81,137 - $89,086
2,033 Added 14.87%
15,705 $687,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $16,565 - $19,285
416 Added 3.14%
13,672 $573,000
Q4 2022

Feb 10, 2023
BUY
$39.61 - $43.54 $52,918 - $58,169
1,336 Added 11.21%
13,256 $537,000
Q3 2022

Nov 14, 2022
BUY
N/A
5,539 Added 86.8%
11,920 $451,000
Q2 2022

Aug 15, 2022
BUY
N/A
6,381 New
6,381 $249,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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