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

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024

A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lowery Thomas, LLC holds 167,776 shares of SCHG stock, worth $4.78 Million. This represents 11.86% of its overall portfolio holdings.

Number of Shares
167,776
Previous 162,311 3.37%
Holding current value
$4.78 Million
Previous $16.4 Million 6.79%
% of portfolio
11.86%
Previous 11.94%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$92.63 - $105.69 $506,222 - $577,595
5,465 Added 3.37%
167,776 $17.5 Million
Q2 2024

Aug 02, 2024
BUY
$87.04 - $101.61 $593,525 - $692,878
6,819 Added 4.39%
162,311 $16.4 Million
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $1.23 Million - $1.43 Million
15,282 Added 10.9%
155,492 $14.4 Million
Q4 2023

Feb 05, 2024
BUY
$70.08 - $83.37 $1.39 Million - $1.65 Million
19,780 Added 16.42%
140,210 $11.6 Million
Q3 2023

Nov 01, 2023
BUY
$71.99 - $78.02 $1.18 Million - $1.28 Million
16,349 Added 15.71%
120,430 $8.76 Million
Q2 2023

Jul 31, 2023
BUY
$63.6 - $74.95 $122,557 - $144,428
1,927 Added 1.89%
104,081 $7.8 Million
Q1 2023

May 04, 2023
SELL
$54.19 - $65.17 $45,140 - $54,286
-833 Reduced 0.81%
102,154 $6.66 Million
Q4 2022

Feb 10, 2023
BUY
$54.31 - $60.76 $1.3 Million - $1.45 Million
23,877 Added 30.18%
102,987 $5.72 Million
Q3 2022

Nov 14, 2022
BUY
$55.81 - $69.25 $430,964 - $534,748
7,722 Added 10.82%
79,110 $4.42 Million
Q2 2022

Aug 15, 2022
BUY
$55.73 - $76.55 $952,648 - $1.31 Million
17,094 Added 31.48%
71,388 $4.14 Million
Q1 2022

May 10, 2022
BUY
$65.63 - $82.62 $1.74 Million - $2.19 Million
26,475 Added 95.17%
54,294 $4.06 Million
Q4 2021

May 10, 2022
BUY
$73.11 - $83.4 $2.03 Million - $2.32 Million
27,819 New
27,819 $4.56 Million

Others Institutions Holding SCHG

# of Institutions
1,363
Shares Held
1.88B
Call Options Held
140K
Put Options Held
96.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email